I generally keep clients updated on performance and check in on their wellbeing every one-to-three months.  Some clients prefer to be updated more frequently, while others are happy that we reach out only when necessary.  Regardless, you can expect an annual review of your accounts – as detailed or overarching as you’d like – but generally including detailed performance reviews, asset allocation discussions, current and projected market trends, and changes to your plan.  We will revisit your plan every three-to-five years to help ensure that you are still on track to pursue your financial goals. 

While I prefer to meet in person, I am also comfortable to meet with clients who prefer to speak over the phone or via video conference.