Welcome back! Financial planning is an ongoing process, not a one-time event. Monitoring your progress is essential in 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 annually, when markets experience large fluctuations, or when you have material changes in your financial life. Depending on how long it has been and changes in your situation since we last met, the amount of time needed to conduct your review will vary.
A client that has previously completed a Financial Foundations Engagement or other similar in-depth project with us may re-engage us on an as-needed basis by contacting us for a follow-up.
To re-engage our services, we need to have you 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 1-800-716-0674 or sending us a message through our contact form.
We look forward to talking with you soon!