Look no further than Lehigh Valley Investment Group’s new Packages and Monthly Subscription models. Each client has different goals, concerns, and plans that are going to be unique – for that reason, we’ve established a calendar to tackle your timely financial challenges month by month.
Financial Planning On Demand – Monthly Subscriptions
Looking for a low-commitment option without asset management while still being customized and reliable?
With Lehigh Valley Investment Group’s Financial Planning On Demand Monthly Subscription, you’ll have financial planning on your terms.
Each quarter’s priorities will be tailored to you! Every month will focus on a different stage of your financial journey. Our team will provide monthly consultations, if desired, along with constant communication consisting of relevant information, updates, and checkpoints so that we can customize and continue to guide your financial plan. LVIG is here for you on your journey to financial freedom – when you need it! The below list details each month’s topic, and we tailor the conversation based on your situation. If one month isn’t something you need at this stage in your life, you can opt to skip that month. It’s your journey on your time.
Our Monthly Subscription Breakdown
Each quarter’s priorities will be tailored to you! Every month will focus on a different stage of your financial journey. Our team will provide monthly consultations, if desired, along with constant communication consisting of relevant information, updates, and checkpoints so that we can customize and continue to guide your financial plan. The below list details each month’s topic, and we tailor the conversation based on your situation.
Get More Information
LVIG is here for you on your journey to financial freedom – when you need it! Contact us to start your journey with a monthly subscrition.