Is financial planning a “set it and forget it” process?
Some things can be adequately managed with infrequent status checks. Adult friendships built on a base of childhood memories may be one of those things, although much can be missed in the details that we never seem to have enough time to share. Financial planners know just how important details can be when preparing for retirement. Changes in client spending habits, inflation, and a host of other variables can alter the course taken to achieve financial goals. Should clients wait until their next annual account review to bring you up to speed? Or should you be recommending adjustments along the way? Continue reading
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