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106 Things We Do For Clients, No. 70

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.

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