Follow-Up Meeting


When you have multiple investment accounts, it is easy to become overwhelmed by the amount of paperwork you receive.  At this meeting, we will help you organize all that paperwork into a notebook that we provide.  You can also elect to enroll in electronic statements from the custodian and register for secure electronic access to measure your progress.

We will also answer any questions you may have so that you understand exactly what is happening with your money and how it relates to your Financial Plan.  At this stage of our unique process, we will engage our Advanced Planning Team – our professional staff and outside experts, and begin working on Advanced Planning issues to help you achieve all that is important to you.