Quarterly Check-Ins

At Mainstay Capital, we believe that financial planning is an ongoing process. As your life evolves and your goals change, so should your financial plan. That’s why we offer regular reviews to ensure that your plan remains effective in helping you achieve your financial objectives.

If your schedule gets too crazy we can meet virtually from the convenience of your home or office. We also offer video recordings if you are unable to attend a check-in meeting. Our goal is to make the process as convenient and flexible as possible for our clients.

Fee-only. Fiduciary. CFP® qualified.