Determining When You Should See Us

A wide array of details goes into designing your personal financial plan and we know it’s not always obvious when a change in life calls for a change in your financial life.

If you answer “Yes” to any of the following questions, then it may be appropriate to schedule a meeting to update your financial plan:

• Have you recently changed marital status?
• Has your employment status, job title, or career changed?
• Has your health status or that of your spouse, parents, or children changed?
• Has your family just become bigger or smaller? Have any new children or grandchildren joined your family?
• Have you received or anticipate receiving an inheritance any kind?
• Have you moved to a new location? Are you considering a possible move?
• Have any of your children moved abroad to study or work?
• Do you or your spouse plan on retiring and starting social security income?
• Do you have a large upcoming expense?
• Do you think your risk tolerance score has changed? Visit our online calculator to find out.
• Have you reached age 59 ½ or age 70?

To schedule an appointment, please call us at (708) 645 - 8820 or email us.