We don’t follow a rigid meeting schedule. Instead, we focus on ongoing plan reviews, centered first on your goals, then your plan, and finally your investments. Meetings happen when needed, based on changes in your life or planning needs, but we prefer them annually. We also stay connected throughout the year through educational events, podcasts, and social media to keep you informed on timely topics.

Most importantly, we’re available whenever questions come up or life events prompt a conversation.