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.