How often will we meet?

As planning must support this major part of your wealth, we’ll get together regularly and also speak between meetings that may occur anywhere from monthly to half-yearly. Many clients agree to formal meetings 3 to 4 times per year. If distance is a factor we’ll meet by phone or over the web, combined with other meetings in person.


2019-03-18T14:41:30-04:00February 27th, 2019|