Your life is dynamic. So, your plan needs to be dynamic as well. You also need to have context around your plan. You want to know, “Do I have the resources to live the life I want?” We have to answer this question for you and our other clients on a regular basis. You want to know, “Am I going to be OK?” That is why you have a dedicated team with at least one CERTIFIED FINANCIAL PLANNERTM (CFP®) that is monitoring your plan and making sure it is still on track.
"Someone is sitting in the shade today because someone planted a tree a long time ago."