Ensuring You Are On Track

Some of the things we will do are:

1) Update your current expenses and net worth.

2) Re-calculate all projections to take into consideration any changes.

3) Being available for any questions/concerns between meetings.

4) Discuss any family or tax situation changes.

5) Evaluate the relative performance of your investments.

6) Update your insurance needs.

7) Discuss any new issues that concern you.