How often will we meet?
We'll meet quite a few times the first six months of our relationship, depending on the complexity of planning involved. We get to know each other pretty well through during this process and it's the foundation of our long-term relationship. Then, after your holistic financial plan is implemented and running smoothly, we meet at least annually to proactively update your plan.
It's during life's everyday changes and surprises where you may discover you need us the most, and it's where our expertise help you evaluate and simplify your decisions. Never hesitate to call us or schedule a meeting to discuss special circumstances such as retirement, real estate purchases, inheritances, tax planning, etc. We're here to help.
And of course you can expect to hear from us through our weekly emails, special market updates, monthly market videos, educational seminars, and our annual client appreciation event.