Regular Progress Meetings





We will schedule Regular Progress Meetings convenient to you, to give us an opportunity to review any major changes in your personal or financial situation since our last meeting.  If these changes mean that we need to make adjustments to your Investment Plan, we will do so.

We will also review your Advanced Planning issues to measure progress toward your goals.  Our Advanced Planning Team of experts will listen to you, evaluate your current financial situation, and provide you with strategies to help you achieve your goals.

We recognize that your situation and goals may change over time.  This is why we created our unique process, Roadmap for an Abundant Life™, to accommodate you through life’s journey.