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