- Gather and Analyze
- Develop your Financial Roadmap
- Discuss and Implement the Financial Plan
- Financial Forecasts
- Communication and Monitoring
Communication and Monitoring
Financial planning is an ongoing process requiring continuous communication, monitoring, and analysis to ensure your needs are met. We stay in touch through meetings, emails, and phone calls throughout the year. We recommend regular review meetings at least once a year to assess your financial progress, capture your changing circumstances, evaluate alternative strategies and, if necessary, recommend adjustments. We also recommend further meetings whenever personal, social or economic conditions change. Meetings are set up for your convenience, in the office, by phone, or through virtual meetings.