We strive to meet with each client at least once a year. Some clients prefer to meet as often as once a quarter, depending on the complexity of their situation. We are happy to meet as often as you would like at no additional charge, and we are always available by email or phone. We will send you quarterly performance reports and regular email newsletters to keep you informed on important financial topics. You will also receive monthly reports from the custodian of your account (Charles Schwab or TD Ameritrade), and you will be able to look up your account balance, investment holdings, and transaction history online anytime.