No. 70 of 106 Things We Do For Clients
Monitor changes in your life and family situation.
In the early days of financial planning, it was looked upon as a one-time event. Financial plans were three-inch thick documents containing “the plan” for your life. The only problem was unexpected life events quickly made the best constructed plans irrelevant, necessitating a new plan. Financial planning is a never-ending process of developing “new plans” as life happens. A financial planner stays in touch with you and the ever-present changes in your life situation, helping you adapt to situations often before you are aware there is any adaptation needed.
