The planner monitors the performance of investments, changes in tax law, and the general economic environment. In addition, the planner evaluates additional financial products and strategies for possible inclusion in the client's plan. At regularly scheduled reviews with the client, the planner evaluates the client's situation to determine changes in the plan. Objectives, health status, income, or other personal circumstances may have changed. If this is the case, the financial planner returns to the early stages of the process, in which goals are re-evaluated and additional data is gathered, to make recommendations that meet the client's new requirements.

Click here for a sample Actual Rates of Return on Wealth (ARROW) report.

Contact us with any desired updates and changes to your plan.