Blog Posts, Financial Planning

Step 4 of the Financial Planning Process: Monitoring and Reviewing

The final step of the financial planning process is monitoring and reviewing.

What Does Monitoring and Reviewing Involve?

Monitoring and reviewing involves tracking your accounts, financial plan, and financial situation. We manage your accounts according to the investment guidelines that we set together and monitor cash levels. As your life changes, we will revisit your plan and adjust accordingly.

Additionally, you will receive regular reports and 24/7 online access to your accounts.

We will also decide how often to meet. You may want to meet quarterly, annually, or as your situation changes. As you approach retirement, you may want to meet more frequently. Our goal is to ensure you feel comfortable about your future.

What’s Next?

Shoreline Financial Advisors is here to help you. We encourage you to contact us if there any material changes to your financial situation.

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This article was written by Shoreline Financial Advisors. To learn more about us, please visit our website.


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