Smart ideas about wealth

Wealth management

5. Regular progress meetings

These meetings, scheduled at intervals convenient to you, give us an opportunity to review any major changes in your personal or financial situation since our last meeting and determine if these changes necessitate adjustments to your investment plan. We will also review your overall progress towards your long-term financial goals.

What to bring:

  • Any questions you may have about your progress.

Select the next step in the strategic client consultation process:

Strategic client consultation process 1. The Discovery Meeting 2. The Investment Plan Meeting 3. The Mutual Commitment Meeting 4. The 45 day Follow-up Meeting 5. Regular progress meetings

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Bloomsbury thoughts

"Active [investment] management is little more than a gigantic con game."
Ron Ross, Ph.D., The Unbeatable Market, 2002