periodic reviews

Once you've done the heavy lifting of crafting a plan, periodic reviews and updates will increase your likelihood of success. You decide the frequency—annually or every other year is recommended, OR anytime you experience a significant change in your financial life (e.g., kids, job change, windfall). These reviews typically take 4-14 hours, depending on the complexity of your finances, the time between plan updates, and any new planning issues that are addressed. You have the choice to meet with Lisa, Zach, or both. We believe there is added value in having multiple CFPs in your meeting, but are sensitive to our costs.