Ongoing Monitoring

In addition to the work that we do behind the scenes, we also request that our clients meet with us on a regular basis (in some cases, as often as quarterly) to review the performance of their accounts. This meeting also allows us to update your financial plan, if necessary, and determine if anything has changed in your life, in the economy, under current tax laws or in your account values, any of which could warrant a change in your financial or investment plan.