OUR JOURNEY TOGETHER
Even if nothing changes for you, we will review your strategy & plan, and ensure it’s up to date & is still the best advice.
It’s our job! And often this all goes on behind the scenes.
However, you can login to your own portal at any time, and check on where everything is at.
If there are major changes in your life, that is when we shine.
We can assess the implications, and help to move the strategy around, for the short term or the long term, depending on the changes you are experiencing.
Again this is the time saving element for you … we keep an eye on how things are tracking along, and keep on top of how you are moving along your pathway.