What Comes After a Financial Plan?
At Commas, we’re here to guide you through every step of your financial journey. The support doesn’t stop when we create your plan, we’re here to help you take action and implement our suggestions.
“At some financial planning firms, they create a beautiful financial plan for you and then send you on your way. Here at Commas, we’re going to be with you every step of the way from creating that plan, explaining that plan, and then implementing that plan. So, as we move accounts move lump sums, set up monthly contributions, whatever it might be, we’re going to be with you every step of the way.”
Commas is a wholly-owned subsidiary of Truepoint Inc., a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training nor an endorsement by the SEC. More detail, including forms ADV Part 2A and Form CRS filed with the SEC, can be found at www.usecommas.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.