If you anticipate a major change in your financial situation (job change, new family member, change in marital status, inheritance, etc.)…
If some time has passed since our last meeting and you no longer feel certain you’re on the right track…

…it’s probably time for a Financial Checkup.

Once we have worked together to get you on track to achieve your financial goals, we recommend periodic checkup meetings to make sure that you stay on track. Your financial plan is customized to your situation for a given snapshot in time and it’s a great tool for getting you launched in the right direction. But chances are your situation will change over time, whether that means new goals or new life circumstances. Even if your situation stays the same, the environment around you is constantly changing. Interest and inflation rates fluctuate. Certain asset classes outperform others during certain periods, potentially creating a need to rebalance your portfolio. New tax laws are put in place. You want to be sure that your financial plan keeps pace. Contact us to arrange a Financial Checkup to make sure you’re still on track!