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SERVICES: On-Going

Great partners provide great support

On-Going Services


The best way to reach your life goals is to engage Morton Financial Advice in an on-going capacity. This not only ensures that we stay on track, but also allows us to fully utilize our skills to make you the most successful as possible across all areas of your life. We provide constant personal communication based on our research and experience, to encourage your success.


Investment Portfolio Monitoring

$175 / month

Morton Financial Advice will review your investments on a consistent basis to ensure that we stay allocated in a way to reach our goals. This is extremely important because the human mind is ideally suited to be influenced by the latest idea, fad, or fear. By engaging us to be at your side, together we’ll be sure to stick to your stated goals. As part of this service, you will receive periodic correspondence from us and also quarterly updates about your investment allocation including any recommended changes.

Note: This service requires an initial engagement of either Investment Portfolio Personalization or Full-Service Financial Planning.

Note: We do not hold any account information for this service.  We rely on our clients to provide us the initial information of funds held and any on-going updates to their accounts.


Life-Goal Success Coaching

$375 / month

Leverage the experience and skills at Morton Financial Advice to become the most successful version of yourself. We make a commitment to interact with you each week with personalized content to support your journey to a successful life. This means delivering you ideas, strategies, action items, and encouragement to tackle all obstacles in your way.  We are a part of your team that you can call on at any time with any question.  We believe that finances are a big part of a successful life journey and we commit to supporting our clients with continuous availability in any way we can help.  

We take this approach very seriously with our clients and therefore only have a very limited number of clients in this type of engagement. 

Note: This service requires an initial engagement of either Investment Portfolio Personalization or Full-Service Financial Planning.



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