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Regular Progress Meetings

Regular Progress Meetings provide the opportunity to continue to build our relationship while we seek to help maximize the probability of achieving all that is most important to you. At each meeting, we will uncover any changes in the your life—a job change or the birth of a grandchild, for example—that might call for us to make adjustments to the wealth management plan. We will also review your progress to ensure that you are on track toward achieving key goals.