Does developing a plan require an ongoing business relationship?
No it does not. If I have the opportunity to work with you, once we have completed the financial plan and you have your questions answered, it is not a requirement to have an ongoing relationship. Whether there is one will depend on your knowledge and comfort with implementing the financial plan and managing it on an ongoing basis. I do provide quarterly and annual reviews to clients who want more assistance on an ongoing basis, as well as advice on an as needed basis.