How do you follow up with me? How often will we meet?
In the first year we recommend three or four meetings. Thereafter, we allow you to determine how often to meet. For some people, annual or semi-annual meetings suffice and for others, quarterly. We can meet in person or by phone. The bottom line is, if you feel the need to talk with us, let us know and we will meet with you. If we need to talk to you, we will not hesitate to call or email you. We are proactive.
In terms of follow up, generally we hold you accountable where the financial planning is concerned. We set a schedule of tasks that need to be accomplished by you to meet your goals, and periodically follow up to measure your progress or whether you are running into any stumbling blocks that we can help you overcome.
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