Our ongoing comprehensive financial planning and investment management services begins with the transfer of any assets that our clients need immediate help managing, and then moves into our planning package process:

For more details on the ongoing planning and management rhythms we keep, check out the Outpost Waypoints program. For clients who engage Outpost around a Stand Alone package, we dive into the process right away and meet twice throughout the year to check in on implementation and clarify next steps as we won’t be taking an active role in that client’s ongoing planning needs after the initial planning period.