Come back and see us sometime.
The way of the world seems to change at a dizzying pace. But we make it our business to stay on top of things like the effect of the economy, changes in tax laws, and smart financial strategies that address financial goals that may have changed in your life. So, it's a good idea to check in at least once or twice a year.
We recommend that you:
- Schedule regular meetings with us
- Provide necessary information when requested
- Respond to appointment reminders and follow up calls
Let's review. Are you still on the right track?
Our ability to think about what's next combined with our financial expertise gives us a unique insight into your financial planning strategies. We hope you will walk away from each meeting with lots of great information. And a to-do list. We love lists. We love making them, tracking them and checking things off of them. They are the marching orders behind a well-organized plan. Once all the moving pieces of information are in one place, we can evaluate alternatives and handle some of the logistics and details, so you don't have to.