We will meet according to your preference and comfort level. There is no pre-established service schedule you have to fit into – we do not build “cookie cutter” plans. Every plan is customized to the individual person or family. Some clients are quite active or have matters that require more communication. Others prefer less frequent contact, meeting only once or twice a year to review progress against plan, strategy, or goal. You will receive a clear and complete portfolio report from us on a quarterly basis. For your convenience, you will also have online access to your accounts.
We will be in regular contact with you by phone or via email and depending on what is going on in your life, your business, or the capital market at any given time, the amount of contact will vary over the course of our relationship. Together through our regularly scheduled interactions, we can adjust the level of communication as we see fit.