Active Planning:
Refreshing the Game Plan

Planning does not stop at the initial plan. Needs change. Wants change. Players change. Building on the foundation of your plan, we typically meet with you every year – and when life’s milestones happen – for an in-depth planning review. We reevaluate your investments, tax planning, estate planning, and catastrophe planning to make sure your strategies are aligned with your goals. We then revise any courses of action, as appropriate.