This is for you if… You recently completed one of our services and felt incredible relief. And then life kept moving. New accounts, new policies, new decisions... You do not want to lose that feeling of being on top of everything. You want someone in your corner keeping it current so you never have to start over. Continuity is for clients who have done the hard work of building their system and are committed to keeping it that way.

What is included:

• Quarterly review and update sessions — 60 minutes each

• Annual comprehensive audit

• Updates as life changes occur — new accounts, policy changes, and more

• Priority support for administrative questions

• Annual emergency binder update

• Proactive alerts for renewals and important dates

• Life transition support — moves, job changes, and family changes