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Planning Only
Service Model

Longview’s Planning Only Service Model is designed for those who are interested in one-time or ongoing wealth management consultations with a Longview financial professional.

Our Planning Only Service Model allows for ongoing or one-time wealth management and financial partnerships or consulting with one of our financial professionals.   We find our process works best for those who are interested in an ongoing partnership with a financial professional; however, we realize there are times when the ongoing wealth management process does not work well for your situation. Therefore, Longview will consider working with you on a one-time planning engagement when it is a good match of your needs with Longview’s expertise.

Longview only offers a limited number of one-time planning engagements each year, so availability will be dependent on timing, capacity, and fit. Fees may vary.