How do I decide if I want to work with Financially in Tune on a project basis or an ongoing Comprehensive Financial Planning and Portfolio Management arrangement?
Some individuals prefer to delegate investment management to Financially in Tune. They want us to implement the investment strategy, execute trades in each account and determine when and how to rebalance. In addition, they desire on-going financial planning services including assistance with implementation.
Other clients rely on Financially in Tune for guidance but are comfortable with implementing recommendations on their own and contacting us when our advice is needed.