It is important that we meet with you on a periodic basis to ensure the plan created for you is being properly administered and maintained so that it continues to meet your planning goals and satisfies your concerns. Periodic review meetings may be scheduled to determine whether changes in the law or in your circumstances or health or family require any updating to your plan. You may expect to hear from us at least tri-annually to schedule these review meetings. As a firm client, there is no charge for such review meetings.