Progress Review

We believe the key to staying on track to achieving your financial wellness is to regularly review your financial plan, investment performance and benchmark that performance to your financial plan.  Odds are that your plan and investment strategies will need to be adjusted over time based on life events that may happen (having children, job/career change, increased income, reduced debt, retirement, inheritance, divorce,  etc.).  We help you stay on track by conducting regular meetings to review your plan and performance.

  • Annual financial planning meeting to review and adjust your plan to ensure you are staying on track to achieve your financial wellness.
  • Regular portfolio review meetings to benchmark risk, performance and progress to your financial plan.
  • Objectives & Key Results planning to help you achieve your financial objectives throughout the year.
  • Customized portfolio performance reports posted monthly to your client portal.