---
title: How often will I meet with my advisor?
description: We will meet 3-4 times in the first 6 months as we put together a financial plan. Then we will meet at least 2 times a year to check in.
---

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# 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.

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