For our financial house to be a H.O.M.E., it needs to be functional.  While a solid financial plan considers alternate scenarios and preparation for the "what ifs" in life, it also involves maintenance. We will review, revise, and modify your plan on a periodic basis. 

 

 

 

 

 

 

Ongoing Monitoring Phase: 

• Establish periodic schedule to review plan and make appropriate adjustments
• Track investments
• Consider changes in goals, risk tolerance level & market trends
• Gain Access to private financial web page