Good, long-term financial security planning should be boring.
Depending on your risk tolerance – which should be revisited regularly or if you’ve had a life change – a long-term plan shouldn’t be exciting. To help keep the excitement level down, you should be getting annual financial checkups.
Schedule an annual review with your financial security advisor. This will help keep you on course and keep your advisor up to date with any changes.
Looking for a second opinion on your plan? Let’s meet and have a look.