We approach each client review with the same care and attention as your initial consultation.
Most clients tell us that each time they attend a review, they feel like they’ve learned something and more importantly, now there’s someone else who’s fully aware of their overall financial situation. Prior to your meeting, we will send you an updated Net Worth statement to serve as a ‘pre-check’ of your collective assets and liabilities. Often clients modify this document with ‘updates’ and ‘edits’ to discuss during the review. After all, our goal is to always place your interest first. Thus, it’s important that we have a clear understanding of your overall net worth as it serves as a leading indicator in helping us provide advice that best serves you and your goals.
Update and present where you stand financially
⯈This gives you a visual tool so that you know where everything is, and what everything is worth.
Present a visual picture
⯈Present you with a complete and updated picture of where you stand financially.