Making the most of your annual review
At Johnson Bixby & Associates, financial planning isn’t a one-time event. It’s an ongoing process.

Once you are an established client, we encourage you to meet with us once or twice each year. During these meetings, conversations may range from discussing recent changes in tax laws or the economy to weighing a major purchase. This is also an ideal time for you to share any changes to your financial situation with us.

At your annual review, our goal is to:
    • Offer advice and professional guidance that may influence your long-term financial plan
    • Identify and help evaluate alternatives
    • Offer education about financial principles
    • Handle some of the logistics and details so you don’t have to
Keeping your strategies up to date
We hope that you walk away from every meeting with an abundance of information, ideas and insight about your financial planning strategies. Of course, we also understand that life changes in between meetings and new situations may quickly arise.

That’s why we encourage you to contact us about significant life changes that may affect your long-term financial picture. By doing so, we can better help you reach your goals.

We also encourage you to:
    • Schedule regular meetings
    • Respond to appointment reminders and follow up calls
    • Follow through with to do items identified in our meetings
    • Provide necessary information as requested