Our Communication Check-Ins

Routine Strategy Alignment Calls: To provide our clients with regular updates and ensure ongoing communication regarding changes in the client’s financial situation, answer questions, and provide updates on market conditions.

Quarterly Portfolio Rebalancing: To maintain alignment with our client’s investment goals and risk tolerance. Additional rebalancing can be conducted upon client request or if significant market fluctuations occur.

Semi-Annual Financial Planning Reviews: To evaluate overall financial health and progress toward goals through a comprehensive review of our client’s financial plan including savings, investments, retirement planning, tax strategies, and estate planning. Adjustments are made as needed to stay on track with financial goals and to reflect any life changes.

Semi-Annual Stress Testing of the Portfolio: To assess portfolio risk tolerance and resilience, we conduct stress tests to evaluate how the portfolio might perform under various market scenarios and economic conditions. This helps in understanding potential vulnerabilities and making necessary adjustments to align with the client’s risk tolerance.

Annual Tax Optimization Review: To enhance tax efficiency through strategic investing, we analyze our client’s financial portfolio to identify opportunities for tax-efficient investing and tax loss harvesting. We provide recommendations to optimize investment strategies and manage tax implications effectively for the upcoming year.

Estate Planning Check-In: To ensure estate plans are up-to-date to reflect current wishes, we review estate planning documents such as wills, trusts, and powers of attorney to ensure they align with current financial and personal circumstances.

Insurance and Risk Management Review: To assess and manage risk exposure by reviewing our client’s insurance coverage including life, disability, and long-term care insurance to make recommendations that help ensure adequate protection against potential risks.

Goal and Progress Tracking: To monitor progress towards financial goals, we provide our clients with regular updates on their progress, such as saving for education, buying a home, or working towards financial independence. We adjust plans as needed based on progress and any changes in goals.

Investment Research and Market Updates: To keep our clients informed about market trends and investment opportunities, we provide periodic market updates and research on investment options. We also share our professional insights on market conditions, emerging trends, and potential opportunities that help our clients make informed investment decisions.