No. 84 of 106 Things We Do For Clients
Keep you on track to accomplish your most important goals and let you know when modification is needed.
A financial plan is not a “one and done” event. It’s a dynamic process that requires constant monitoring and adjusting. Many people don’t have a lot of interest in keeping track of whether they are on track to meet a host of goals. These can include goals related to a spending plan, retirement, college saving, investing, estate planning, asset protection, gifting, and giving. We keep track of all these goals for you in a trusted system, so you can keep your mind clear and focused on what’s important to you.