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.