This is a year-long plan designed to help you stay on track to meet your goals. There are three meeting levels to accommodate your lifestyle and needs.

Quarterly meetings include:

• Goal setting
• Investment Policy Statement
  
• Portfolio tracking and investment review
  
• Rediversification recommendations
  
• Retirement projection
  
• Estate planning
  
• Cash flow analysis if needed
  
• Risk management

Semi-annual meetings cover:

• Investment Policy Statement
  
• Portfolio tracking and investment review
  
• Rediversification recommendations
  
• Retirement projection
  
• Cash flow analysis if needed

Annual meetings deal with an Investment Policy Statement review if required, portfolio tracking and either an investment audit and rediversification recommendations or a projection, whichever is needed.