The "Standard of Care" Review Meetings
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
Meeting Objectives: 
Expected Duration:
Discussion Topics: