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Staying on Track

´╗┐´╗┐With a financial plan in place there is still work to be done.  There may be bumps in the road so there may still be much to do to ensure your goals will be managed. It is important to review your plan at least once a year to make sure that it is up to date. Changes in personal circumstances or the economy may require you to modify your plan. Here are a few events that might trigger a review of your financial plan:

  • Your goals or time horizons change
  • You experience a life-changing event such as marriage, the birth of a child, health problems or a job loss
  • You have a specific or immediate financial planning need (e.g., drafting a will, managing a distribution from a retirement account, paying long-term care expenses)
  • Your income or expenses substantially increase or decrease
  • Your portfolio hasn't performed as expected
  • You're affected by changes in the economy or tax laws

Review and Revise

It is important that we revisit your situation at least once a year.  It may be more frequently if the market is volatile or when there have been significant changes in your life. We will help you to stay on track during these times.

 When you partner with us, you can expect ongoing monitoring of your plan.   In addition, we will help make sure your plan stays on track and would be happy to coordinate with your other professional advisors like a CPA or estate planning attorney in order to help ensure that we provide you with seamless advice and a complete financial picture.

To learn more about our financial planning services, please contact us today