The "Standard of Care" Review Meetings

We will regularly monitor your plan's progress and meet to discuss any necessary updates to keep your strategy on track.

  Meeting Objectives: 

Determine if plan is still meeting clients needs and goals
Implement any necessary adjustments

 Expected Duration:

Meeting Length: 1 Hour
Time Until Next Meeting: 4 months or as needed

  Discussion Topics:

Review values and goals conversation
Monitoring and review
Discuss further financial vehicles including insurance, wills, trusts, power of attorney, long-term care, estate planning, accumulation, and property and casualty