Typically, most clients meet with our Wealth Managers at least annually, like visiting a doctor for an annual check up.  However, we are completely flexible to cater around you and your schedule.  We encourage our clients to contact us any time there is a major life change such as a job change, death in the family, salary increase or decrease, or change in objectives. At the same time, if we determine a change is needed at any time within the year, we will reach out as well.