How often do you meet?
How many meetings per year do you have with clients? Short answer, at least 5 in first year and 3 every year thereafter. In addition, we have lots of phone calls, texts and zoom meetings as we bring tighter all of the information. Fully Comprehensive Financial Planning is like a large ship that is changing course. It takes time, effort and communication to effectively move the vessel. The meetings are all designed with an agenda specific to the priorities. Every client is different, so the timing and order of the changes varies. For example, we may start with reallocation of investment assets then move onto legal and insurances. In other cases, we start with insurances and move onto legal and tax. By the end of the first fiscal year, we have all 5 areas (Cash flow, insurances, investments, legal and tax) in place.
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