Once we work with clients to identify their objectives, create observations, communicate recommendations and implement strategies, our job is not done. Financial planning is not an event, it is a process. As such our communication with clients is imperative.
We utilize the following to engage with our clients throughout the year:
- Practice wide email updates for important information
- Conference calls to provide timely perspective on significant financial events
- Social media
- Webinar capability
- Private client website
- Monthly e-newsletters
- Quarterly investment letters
- Client events focused on financial (e.g. investments), non-financial (e.g. leadership development) and social topics
- Ongoing client reviews: either in person or via webinar
- Client specific updates when changes occur to their various implemented strategies
Contact us to learn how we can add value to your financial planning.
