Recurring Planning Retainer FAQ


Frequently Asked Questions about
the Base Financial Planning Engagement

This engagement is available to clients that have already completed a Standalone Financial Planning engagement with McLean and would like to continue receiving financial planning advice and guidance on an ongoing basis.

The Recurring Planning engagement includes up to two plan updates per calendar year and ongoing access to your financial plan via an online planning platform. Clients who value ongoing planning advice while preferring to self-manage their financial assets may want to consider this option.


Learn more about working with McLean