• Reevaluate your goals from time to time.
  • Make sure that the information we have
       about you is current.
  • Keep in touch.

    • We schedule Regular Progress Meetings at intervals convenient for you. We review your investment performance, ask if there have been any changes in your life and make necessary adjustments to your Wealth Management Plan.

    Like the original Discovery Meeting, Regular Progress Meetings help us to “rediscover” you and make sure that your program stays consistent with your goals and values.

    Here’s how these meetings work:

    This cycle of review and rediscovery will always continue. It will help ensure
    that your program stays on track and that nothing falls through the cracks.