FAN's CLIENT SERVICE MODEL
Our clients have come to expect a systematic series of planning and review meetings and discussions from us. We believe keeping your financial plan current and on track requires we meet regularly to discuss any changes to your personal or professional lives which should include event that would affect the proper execution of your plan.
Annual Planning Meeting
Date: January/February/ March
Meet in office or virtual
- Discuss life changes
- Confirm your goals and priorities for the year
- Present financial planning recommendations
- Implement portfolio updates/rebalancing as needed
What we'll cover
- Track progress/review life goals
- Track net worth
- Review cash flow and savings/distribution strategies
Mid-year Review
Date: June/July
Phone call
- Confirm completion of prior meeting’s to-do’s
- Comprehensive portfolio review
- General market update
What we'll cover
- Review investments
- Discuss asset allocation and recent performance
- Understand your risk score
Year-end Review
Date: September/October/November
Meet in office or virtual
- Discuss life changes and revisit goals
- Discuss open enrollment and group benefits
- Review insurance portfolio
- Discuss tax and estate strategies
What we'll cover
- Year-end investment strategies
- Protection strategies
- Beneficiary review
