Guidance for the big picture and finer details
III. Mutual Commitment Implement and Monitor
The final phase of our process is the mutual commitment. Simply an evaluation of whether it seems like a good fit and the right time to begin a relationship. We recognize that not everyone is going to be a good fit with our team nor will we be the right fit for every prospective client. If that fit is established, we move to implementation and progress tracking of the strategies and plan. We will conduct reviews scheduled at your desired frequency to track the progress of your plan relative to your defined objectives and suggest any changes where needed. We will work together to help keep your financial affairs on track, adapting your plan to life's inevitable changes. This consistent interaction fosters the important growth of relationship, trust and behavioral finance that contributes to successful outcomes.
