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Step 6

Step 6: Ongoing Wealth Management

Financial Planning should always be viewed as an ongoing, lifelong process.  Upon completion of the implementation phase, the client's Financial Plan is maintained through the Wealth Management Process which includes management of the clients investment portfolio.  Frequency of progress meetings is determined by mutual consent.  In no event will progress meetings be scheduled less frequently than semi-annually.  Areas that may be addressed each year include investment performance review, income tax review, Wealth Management Assessment update, and Financial Plan revision.