Welcome back! Financial planning is an ongoing process, not a one-time event. Monitoring your progress is essential for maintaining a solid financial footing. We urge you to schedule periodic reviews to insure your foundation remains stable and can adapt as personal and external circumstances — such as tax and legal environments — change.
A good rule of thumb is to contact us every 12 to 18 months or sooner if markets experience large fluctuations or you have changes in your financial life.
The amount of time needed to conduct your review will vary depending on how long it has been and the changes in your situation since we last met.
To re-engage our services, we need to schedule a short update phone call. This way, we can discuss your current situation and what level of service is appropriate for you. You can reach us by calling 800-716-0674 or sending us a message through our contact form.
We look forward to catching up with you!