How often will I meet with members of the AtwoB team?
In the early stages, we meet with clients or have conversations on a frequent basis – usually resulting in three to four setup meetings. It is important for you to know how the implementation of your financial plan and investment program will take place so that you feel comfortable with the approach. For us, this communication is helpful so we can make sure our actions are consistent with your expectations. While we pro-actively monitor your progress, the financial plan should be revisited at least once a year, while discussions related to the investments can occur as wanted/needed but once-a-year at minimum. We are always available to revisit or answer questions about financial issues that are important to you. All clients will also have access to our most recent insight into the investment markets and financial planning topics via email or our blog.