How is the Plan implemented?
As part of our initial planning fee, we provide assistance with implementation for six months. Implementation may be effected through various advisory programs. The client is free to choose how such implementation occurs and will typically rely on the recommendation of the Advisor. We believe it is important for the client to meet with the Advisor periodically, and typically no less than annually, to review the client’s investments as well as the changing needs and objectives of the client and update the Plan as needed.
