How often will we meet?

Contact with clients is higher in the first 6-12 months of our relationship as we establish your financial plan.  Working through the items that we agree need to be addressed can be time consuming.  I promise not to press anything that is not absolutely critical to get done right away.

Either me or my service staff will be available by phone or e-mail generally most of the time, We maintain two standing review meetings, one in the Spring and one in the fall to make sure we are fulfilling your expectations and to be.