Before your accounts transfer, we hold a planning meeting to review the process
Before Transfer:
We hold a planning meeting where we:
- Make recommendations
- Discuss financial planning issues
- Confirm your investment strategy
- Review "what-if" scenarios
The Implementation Process:
After the planning meeting, accounts begin to transfer. We then:
- Continuously monitor your investments
- Check-in periodically
- Schedule focus meetings as necessary
- Review and update the plan at least once a year
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