We prioritize building strong relationships with our clients, through open and meaningful communication, regular interaction, transparency, and addressing your financial inquiries or concerns as they come up. We will adjust your plan regularly as you make progress toward meeting your goals, and as your financial situation changes throughout the year.

Please reach out whenever you have a financial question or concern, and whenever there has been a material change in your financial situation. This will help us to adjust your personalized financial plan as needed, and ensure that it’s always up-to-date and actively steering you toward your goals. Material changes could be any of these, and many more:

• A change in your employment or income
• A significant reduction of, or addition to debt
• Getting engaged or married
• Buying or selling a home or other large asset
• Expecting a child, and the birth of a child
• Initiating or finalizing a divorce
• The loss of a family member
• Expecting or actually coming into an inheritance
• Any other significant financial or life change not mentioned above!

If we have not already updated your plan due to material changes such as these that you reported during the year, we will reach out to you at least once a year to review and update your comprehensive financial plan.
Let’s see if we are a good fit for working together!