6. Monitor

What To Expect From Us:

• Periodically contact you to review the progress of the plan and make necessary adjustments to the recommendations to help you achieve your goals.

This review should include:

• A review and evaluation of the impact of changing tax laws and economic circumstances
• A review of your life circumstances and an adjustment of the recommendations if necessary
• Circumstances often change through life events such as a birth, death, illness, marriage or retirement

We Should:

• Agree on who will monitor and evaluate whether your plan is helping you progress toward your goals.