Once the Wealth Plan is prepared and implementation begins, it is important on an ongoing basis to review the progress of the plan, fine tune and make adjustments as necessary. Provision is made for meetings throughout the year as part of the process. During the meetings we will keep you informed, up-to-date and motivated to stay on course, as well we will: 

  • Compare investment progress to the appropriate benchmarks
  • Update you on issues of interest and importance
  • Inform, educate, coach and mentor, so you can  tune out the daily financial news to which we are subjected, allowing focus on fundamental principles necessary for success