Monitor, Review and Update

Once the plan is in place, frequent client review helps all parties to maintain the focus necessary to stay on track for the goals outlined in your financial plan. In between client reviews, continuous portfolio monitoring includes weekly review of the markets and the economy, with a more focused daily technical review of our "watch list" of specific market indices. A disciplined process that can be repeated in various market conditions is what defines what we do...for our clients, for their families, for their goals.