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Implement Your Goals-Based Plan

Put your plan into motion, actively managing and monitoring your portfolio and working with you along the way to pursue your goals.

For Individuals, Couples and Families and Business Owners

For Individuals, Couples and Families and Business Owners

    • Review respective responsibilities and decision making
    • Discuss preferred communications methods
    • Agree payment options and approach
    • Manage and monitor plan
    • Benchmark progress toward goals
    • Periodic financial checkup
    • Update market or personal events and trends
    • Adjust recommendations