You can expect a follow up visit where we will take the formal steps required to set up your Financial Plan. This will include paperwork, signatures, and any other necessary information. It is a seamless process handled entirely by our team to get your ‘Richer Life’ binder established.
We will provide a statement tutorial to teach you how to read your documents as well as how to access your account online. This is the launching point for your regularly scheduled annual review visits.
Planning for retirement is an ongoing process. Because circumstances change and life is fluid, there will inevitably be things that will affect your retirement plans along the way. We use follow-up visits to review current information, obtain anything that may have changed, and determine how that may affect your plans. We monitor your investments and communicate with you regularly maintaining an up-to-date plan which reflects any changes that may have an impact since your last visit.
Over the next 12 months, you can expect us to follow up with you regarding Taxes, Protection Planning, Estate Planning, and our Advocate Program followed by your annual Income & Investment Review.