Any financial plan uses certain approximations and estimates that may give the appearence of precision. The results are not precise. The actual figures which arise as you proceed through life's journey will differ from the estimates and approximations originally used. Only through the continuous monitoring of your financial plan and investments can you hope to actually accomplish your dreams and goals.
We do ongoing monitoring of financial plans, investments, retirement plans and world and economic conditions. This includes reports to keep you aware of your position as it relates to your dreams, goals, taxes, budget and estate plan.
In August of 2006 we started warning clients about the coming recession. In 2007 we started taking actions to help clients reduce possible losses in 2008. Because of this, clients who took our advice limited their losses in 2008 to far below those of the markets.
When I asked one long-time client why he had stayed with me for so long he said he "is so happy to have someone who will 'pull the trigger' when necessary, something I wouldn’t do."
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