How often will we meet?

During the first year, we’ll typically meet  4-6 times — how often depends on the complexity of your plan. This is when we really get to know each other and lay the foundation for a strong, long-term relationship. Once your financial plan is in place and running smoothly, we’ll usually meet a couple times a year to review and update it proactively.

That said, life is full of changes and surprises, and that’s often when you’ll need us most! Whether it’s retirement, buying a home, receiving an inheritance, tax planning, taking out a mortgage, buying a car, or facing any other big financial decision, we want to be your first call. We’re always here when you need us.

Plus, you can expect regular updates from us through our weekly emails, market updates, videos, webinars, and of course, our annual client appreciation event—we love staying connected!