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The "Standard of Care" Review Meetings

We will regularly monitor your plan's progress and meet to discuss any necessary updates to keep your strategy on track.


Meeting Objectives: 

Determine if plan is still meeting client's needs and goals
Implement any necessary adjustments


Expected Duration:

Meeting Length: 1 hour
Time Until Next Meeting: 3 months or as needed


Discussion Topics:

Review values and goals conversation
Monitoring and review
Discuss further financial vehicles including insurance, wills, trusts, power of attorney, long-term care, estate planning, accumulation, and property and casualty