Phases 5 & 6
Review — Another key element to our process is the review of your portfolio and investment plan. This meeting is scheduled as needed to keep you informed of any issues that may affect your investment plan, and it also keeps us informed of the ongoing changes in your personal situation.
Fine Tuning — This phase grows out of the review meeting. As issues, either personal or financial, arise, the fine-tuning process begins. Since it is our desire to optimize the appropriateness of your portfolio as best we can, we stand ready to make adjustments as needed.