Having a plan is the first part of sticking to the plan. Being a Certified Financial Planner gives us a unique and educated perspective on developing and modifying plans. The on-going success of any plan hinges on the ability to implement and modify it to meet changing needs.
Communicate, communicate, communicate. We live in a fast paced world and changes happen without us even thinking about their impact on our financial well being. Clients participate in 3 to 4 planned reviews and discussions scheduled throughout the year. This may sound like a lot, the meetings are based on your needs, desires, interests and availability.