Once implemented, we continually monitor your plan's performance and manage its components so that it remains aligned with your personal objectives. We schedule periodic meetings with you to review and rebalance your portfolio. Together, we work to factor in any significant changes in your life, offering suggestions and making appropriate adjustments as necessary to ensure that your plan remains true to your needs over time.
We will provide timely reporting of the performance of your assets against the previously agreed upon goals. We will be proactive in our advice regarding each step of the process to ensure that we meet your overall needs in an efficient way, seeking to outperform our peers with this customized approach.