Broker Check

Review: Reevaluate and Course Correct

Many factors can impact the viability of your financial plan in the future – a life event, unexpected expenses or income, a change in taxes, etc. We meet with you to check the status of the financial plan by comparing actual results to initial assumptions to determine if adjustments need to be made. This final stage of the process centers around the following:

  • Analyzing ongoing issues
  • Making adjustments as your situation changes
  • Keeping your financial plan updated and current

Our Financial Planning and Advisory clients each have access to a customized, secure personal website to allow easy and efficient reviewing of their financial affairs at any time of the day or night, seven days a week. See Personal Client Website to learn more.