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 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.

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.



January

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

February

Income Tax Preview

March

Gift and Education Planning and Q1 Investment Review

April

Tax Meeting with Accountant

May

Major Purchase Planning

June

Mid-year Cash Flow and Q2 Investment Review

July

Retirement Planning Strategies and Check In

August

Estate Planning Strategies and Check In

September

Employee Benefits Review and Q3 Investment Review

October

Life, Disability, Health and Long-term Insurance Planning

November

End of Year Tax Planning

December

Financial Planning Evaluation and Q4 Investment Review

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.