A financial plan review and update will:

  • recognize all the tasks completed
  • lay out any new financial tasks
  • update personal financial statements
  • update financial projections
  • show how much progress has been made toward goals
  • update savings or debt-repayment plans 

We recommend that the financial plan be reviewed annually.

An investment review and optimization will:

  • find investment performance
  • provide recommendations to rebalance the portfolio, if necessary
  • review investment suitability and risk
  • update investment performance outlook and recommend new investments, if appropriate
  • ensure cost and taxes are minimized

We recommend that the investment portfolio be reviewed at least annually and at most quarterly.

Contact us to request a free, one-hour consultation.