Our clients are required to meet with us at least once a year, though some of our clients prefer to have more frequent reviews, which we are happy to accommodate. At these reviews, we do, of course, go over each of your investments in detail. However, we pride ourselves in also spending a fair amount of time reviewing other financial matters such as insurance, education funding, estate planning, taxes, and long term care. It is not uncommon for us to be asked questions about other client investments that are not through us (i.e. 401K’s), and we are happy to make recommendations. Some people even find it helpful to ask for advice about more routine matters such as starting a business, acquiring rental property, financing a car, where to retire, or refinancing their home.
Reviews with clients generally last from 30 minutes to 2 hours. These appointments can be in our office, at your home, by telephone, skype, or gotomeeting.com.