Financial Advisory Solutions, Inc.

Once we have worked together to get you on track to achieve your financial goals, we recommend periodic check up meetings to make sure that you stay on track.

Your Comprehensive Baseline  or Goal Specific Plan  is customized to your situation for a given snapshot in time and it's a great tool for getting you launched in the right direction. But chances are your situation will change over time, whether that means new goals or new life changes. Even if your situation stays the same, the environment around you is constantly changing. Interest and inflation rates fluctuate. Certain asset classes outperform others during certain periods, potentially creating a need to rebalance your portfolio. Tax laws change. You want to be sure that your financial plan keeps pace.

Retainer relationships are for those who want ongoing planning and advice to support the initial recommendations we make. This involves a written analysis of all relevant financial areas and regular reviews. You can choose between an ongoing Consultative or Partnering relationship.

• Consultative Retainer: We meet semi-annually, talk on the phone a couple of times a year, and focus on tracking progress to make sure you're on pace in reaching your goals.

• Partnering Retainer: We meet frequently, conduct as-needed phone consultations, and reevaluate your goals or asset allocation on a regular basis.