How much time and effort will this planning require from me?

Initially, we’ll spend time understanding your goals, values, and financial situation. After that, the ongoing effort is minimal on your part. We handle the monitoring and adjustments, providing you with clear updates and recommendations. Your involvement is mainly to communicate any changes in your life or goals.

Contact us for more information.

Phone: (480) 364-7401 | Email: hello@cognisgrp.com | Request Free Consultation