How does the ongoing relationship work?
We prefer to meet with our clients at least twice a year in person. At the start of each calendar year, we will review and update your plan with you. We make certain to set aside the time necessary to thoroughly review your goals, resources and strategy. In the fall we review your investment mix, revisit the plan and its goals, and discuss tax planning with you. These meetings generally take about one to two hours each.
This is not a rigid schedule – if something happens in your life that requires a major revision to your plan, we will respond immediately. Throughout the year we will be in touch via email, telephone and postal mail. We have an open door policy at our office, where clients know that they are welcome to stop by or contact us at any time. Our relationship with the community extends beyond business; we often invite artists to share our walls and host client events in support of cultural endeavors.