Ongoing Support
Our relationship doesn’t end when the plan is built—it’s just getting started. Life changes, markets move, and goals shift. We stay by your side through it all, making sure your plan keeps working as your life does.
We’re committed to being proactive, responsive, and easy to reach whenever you need us. Whether it’s a scheduled review or a quick question, you’ll always have access to a team that knows your plan and your story.
Support Through It All
From the early stages of wealth building to life after retirement, we provide ongoing support that adapts with you, helping you stay organized, informed, and confident through every transition.
How We Can Help
Proactive Progress Meetings
We check in regularly to review where you are, what’s changed, and what needs attention—so your plan never falls behind your life.
Accountability
We help you stay on track with your goals, revisit priorities when needed, and make sure progress keeps moving in the right direction.
Personal Planning Website
Your customized planning dashboard gives you a clear view of your financial life—all in one place and updated in real time.
Client Appreciation & Educational Events
We love bringing our clients together. From workshops to appreciation events, these gatherings are another way we stay connected and continue learning together.
On-Demand Support
Questions don’t wait for meetings. When something comes up, we’re just a call or email away to help you make timely, informed decisions.
Coordination with Other Professionals
We work directly with your CPA, attorney, and other professionals to keep every part of your financial life connected and consistent.
Online Client Portals
Our secure online portals make it easy to access your accounts, documents, and updates anytime you need them.
“We are grateful for our 20+ year relationship with Keystone. Eric’s laid-back yet always professional approach makes us feel completely comfortable, and he truly listens—offering honest guidance as collaborative suggestions rather than directives. He has supported us through major financial decisions, and we have total confidence in his advice. The team is always quick to respond, consistently prepared, and checks in with us throughout the year. Everyone at Keystone is warm and easy to work with, and they truly make us feel like family.”
C. and M. Parsley, Clients Since 2011
*Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Frequently Asked Questions
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For most clients, we meet at least once a year for a full review. Many choose to connect more often—quarterly, semiannually, or whenever a focused conversation makes sense.
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As often as you need. We encourage our clients to reach out whenever questions come up or decisions need to be made. You can lean on us a little or a lot.
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Your security is a top priority. We use encrypted client portals, secure document sharing, and industry-leading cybersecurity protocols to keep your personal and financial information safe. You can feel confident knowing your data is protected every step of the way.