Regular Progress Meeting

Now that we know what we are working toward together and how to get there, these ongoing meetings allow us to review any major changes to your personal, professional, or financial life since our last meeting, as well as the investment performance relative to realizing your financial goals.

Now that we know what we are working toward together and how to get there, these ongoing meetings allow us to review any major changes to your personal, professional, or financial life since our last meeting, as well as the investment performance relative to realizing your financial goals.