On Going Plan

What Is The On Going Plan?

A comprehensive financial plan that evolves as your life does. We start with a real conversation, what money means to you, your values, your goals, before we touch a single number. From there, we build a personalized strategy covering investments, tax, estate, risk, and cash flow. Over the next 12 months, you'll get two full plan reviews, quarterly touchpoints, and 12 total deliverables, so your strategy never falls behind your life.

Best for: People whose financial picture is evolving, new business, growing family, changing income, and want a strategy that evolves with it.

How It Works

1

Apply to work with us

Fill out a short questionnaire so we can learn about you and your goals. It helps us confirm we're the right fit for what you're looking for before we get started.

Set up your financial planning profile

Once you're accepted, you'll get access to your own dashboard in RightCapital. From there, you'll upload your financial details and complete a few onboarding steps to get the planning process moving.

2

Kickoff Meeting

This is where we really start to know each other. We'll talk about your family, your priorities, and what a financially secure life actually looks like for you.

3

Discover & Design

We take a deep look at your full financial picture: assets, income, goals, everything, and build a strategy around it. Then we walk through it together, answer your questions, and make sure every piece lines up with what you actually want.

4

Deliver & Implement

We deliver you your complete plan and start putting it into motion, investments, taxes, estate strategy, all of it. From there, we stay in your corner with ongoing support and regular check-ins as your life and goals shift.

5

Ongoing Support & Optimization

This doesn't end at delivery. You'll have year-round access to our team and regular touchpoints, so your plan keeps evolving right alongside your life.

6

Apply Now

Frequently Asked Questions

  • Not at all! We work with clients in two key ways: flat-fee financial planning and wealth management. Whether you're looking for a one-time financial plan, ongoing support, or comprehensive wealth management, Priority Wealth Partners has you covered.

  • Absolutely! While we're based in Columbus, Ohio, distance is never a barrier, we meet with clients virtually via Zoom, making it easy to get expert financial guidance no matter where you're located.

  • Yes! We offer both hourly and one-time project-based financial planning for clients who need targeted guidance without a long-term commitment. Not sure which option is right for you? Schedule a free consultation with Daniel and we'll find the best fit for your situation.

  • Our approach is simple, we believe an informed client is an empowered client. Rather than just managing your money, we take the time to educate you on your financial plan so you always know where you stand and why decisions are being made.

    We specializes in working with individuals ages 45-60 who are ready to hand off the complexity of financial planning to a trusted professional, so they can focus on what matters most to them. Whether through flat fee planning or AUM-based investment management, we structure our services around what actually fits your needs, not a one-size-fits-all solution.

  • Life doesn't stay still, and your financial plan shouldn't either. Our team regularly reviews and adjusts your plan as your circumstances evolve, whether that's selling a business, nearing retirement, or navigating an unexpected change.

  • The One-Time Plan is a great fit if you want clarity and a roadmap you can run with on your own. The Ongoing Plan is for those who want continued support, hands-on help implementing it, and year-round access to a planning partner.

  • No. Our approach is planning-first, so even though investment management is available, you're always in control of your accounts. It's your call how involved you want us to be.

  • Absolutely. As your needs grow, we can move you into our full-service Wealth Management tier, crediting any fees you've already paid toward the new service.

  • Ongoing Planning clients meet with their lead advisor twice a year for scheduled Strategy Meetings. Beyond that, you have access to your team at any time and can schedule a check-in with your advisor as needed.

  • Your engagement with our team runs for 12 months, with a renewal meeting at the end of that period. If you paid annually, you'll receive a new invoice for the upcoming year. If you paid monthly or quarterly, we'll simply confirm you'd like to continue and keep things moving forward.