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Building Our Relationship

Progress Meetings

Our regular progress meetings are held based upon your needs. Some clients like to meet quarterly, others prefer annually. Regardless of the frequency, our focus is the same. During our progress meetings our goal is make you comfortable with the direction your wealth management is going.

During our meetings, we will always review your total client profile. We do this to help ensure we are serving you based on your most current and relevant information. During these meetings we will also review and discuss strategies to help you address your ongoing advanced planning needs. We utilize a unique "scorecard" method to track progress.

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