How often will I meet with my advisor?

To kick off our financial planning engagement, we aim to meet 3-4 x’s over the first six months. During these initial meetings, we will focus on discussing your financial priorities, reviewing your cash-flow & providing guidance on a savings strategy, educating you on a recommended investment strategy for all of your accounts, and creating the first version of both your exercise plan & financial plan. Once we have established a financial roadmap, we will meet at least twice per year for financial review meetings. We are available for ad-hoc check-ins and conversations any time you are evaluating a financial decision.