A Collaborative Approach

After we have completed a financial plan together, you have the option to continue with Merit Financial Partners on an ongoing basis.

Ongoing Advisory Service Includes:

  • An annual review meeting to update your financial plan and review your asset allocation.
  • Financial advice on an ad hoc basis via phone calls and emails.
  • Help when you need it, whether it’s buying a car or refinancing your mortgage. You can contact us whenever you have a question related to your personal finances. No extra charge!
  • Quarterly investment/market newsletter.
  • Access to a secure client portal where your financial plan is safely stored and accessible. You can also upload other important financial, estate and tax documents to your secure portal which you can electronically access at any time.

Monthly Subscription Fee: $150

I agree to be charged $150/month for ongoing advisory services as described above.

Payment for this ongoing service will be charged to your credit/debit card every month.

Please note that these services do not include implementation of investment advice. You control and rebalance your accounts. If you prefer investment management, this would be a separate service.

Merit Financial Partners, LLC has no monetary stake in the choice of recommendations. We do not sell investments or insurance products, so there are no commissions. And we neither accept nor pay referral fees. In the parlance of the industry, we provide advice on an hourly, fee-only basis.