What You Need To Do

There are several things you need to do to get the most out of a planning engagement with us.  First, it is important for you to get all requested information to us in a timely manner and ensure it is as accurate as possible.  Second, you must implement the recommendations to gain the full value of the plan.  If you need help, we can assist you with implementing the recommendations at an additional cost for the time required. Finally, it will be most rewarding for all of us if you commit to periodic reviews to fine-tune your plan as your circumstances change.  We usually recommend an annual review, but it is up to you to decide how often you would like to do that.