Phone call to check in or address a specific need or concern.
Annual review with existing clients regarding the status of their investments, financial goals and life goals to determine what if any adjustments they need or would like to make.
Connect with client to check in or address a specific need or concern.
Come to the office for an in-person meeting to get to know each other and discuss your accounts.
Mid year check in with client or general check in at clients request.
Virtual meeting using Teams to get to know each other and discuss your accounts.