Phase 4: Regular Review & Continued Education

Once the Master Plan is prepared and implementation begins, it’s important to review progress and make fine-tuning adjustments to it as necessary on an ongoing basis. Provision is made for semi annual meetings throughout the year. During the meeting we will keep you informed , up to date and confident about your financial future. This will help ensure successful implementation of your Master Plan. Among other things, we will

-   Compare investment progress to appropriate benchmarks

-   Update you on issues of interest and importance

-   Inform and educate so you can tune out the daily negative media to which we are all subjected, allowing focus on fundamental principles necessary for success.