Financial Planning On Demand – Monthly Subscriptions

Looking for a low-commitment option without asset management while still being customized and reliable?

Look no further than Lehigh Valley Investment Group’s Monthly Subscription model. Each client has different goals, concerns, and plans that are going to be unique. We’ll work with you to help you gain confidence in your finances and reach your goals.

The power is in your hands.

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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.

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Our Monthly Subscription Breakdown

Here's what you can expect from our monthly subscription plan. Our experts know where the focus needs to be to help ensure we're on the right track. Your individual goals paired with our financial planning experience will give you the opportunity to tackle your monthly challenges and get you to where you want to be.


Annual Goal Setting, Cash Flow Planning and 401K/403B Analysis


Income Tax Preview


Gift and Education Planning and Q1 Investment Review


Tax Meeting with Accountant


Major Purchase Planning


Mid-year Cash Flow and Q2 Investment Review


Retirement Planning Strategies and Check In


Estate Planning Strategies and Check In


Employee Benefits Review and Q3 Investment Review


Life, Disability, Health and Long-term Insurance Planning


End of Year Tax Planning


Financial Planning Evaluation and Q4 Investment Review

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Fill out our form below and one of our team members will reach out to learn more about your situation and how we can help you.