We are available to meet with you as frequently as you desire! In the early stages of the relationship when a higher degree of financial planning may be involved  weekly or monthly meetings might be appropriate. When issues or changes in circumstances arise we are there to help you assess the impact of these changes on your goals and to make any changes to your financial plan to keep you on track to achieving your goals. Once the relationship is established, most clients elect an informal quarterly telephonic update with a formal annual review.