Our Service Model
Baseline agenda for every review meeting
During each review meeting we plan to review and discuss the following:
Making sure we have your statement of net worth up-to-date and accurate
Checking open items from prior meetings
Reviewing and verifying your goals, income, and priorities
Most importantly, we make sure that we cover your top priorities which we will inquire about in advance of our meeting to make sure that we are prepared
Our six-month reviews are broken up into four distinct service packages. So, over a two-year period, all of the service packages are covered and then the process is repeated, starting with the beginning of the next two-year cycle. The service models are not set in stone because each client's needs are unique. So we will always focus on what matters most to you (along with covering relevant timely topics like tax law changes, market ups and downs, cyber security, changes to estate planning laws, etc.)
