I generally keep clients updated on performance and check in on their wellbeing every one to three months, as some clients prefer to be updated more frequently and others less frequently. Regardless, you can expect an annual review discussion of your accounts – as detailed or overarching as you’d like – but generally including detailed performance reviews, asset allocation discussions, current and projected market trends, and changes to your plan. We will revisit your plan every three to five years to help ensure that you are still on track to pursue your financial goals.

While I prefer to meet in person, I am also comfortable to meet with clients who prefer to speak over the phone or via video conference.