How often will we need to meet?
Typically, we meet annually, semi-annually or quarterly, depending on your preference. These meetings may take place in-person in our office, via video chat, or by phone. Our meetings serve to insure that we are prioritizing your goals and implementing any strategies that will benefit you financially. Other topics to discuss at these meetings would include anticipated changes to employment, life changes or large upcoming expenses. Our meetings will allow us to discuss your portfolios, market changes or any changes we may recommend.