Your plan, kept current
Every client gets a written plan before year-end, each year. Between plans there are reviews: two a year at the Foundations and Retirement levels, four a year at Growth, and monthly at the Family Office level.
At each review we look at what changed (a new building, a sale in view, a change in income, a change in the family) and what it means for the plan, and we bring in a specialist from our bench when an item needs one.