Implementation of Recommendations
After reviewing recommendations and evaluating the various options with you, the next step is to take action. We will collaborate with you to determine who is responsible for implementing each recommendation. We encourage clients to work with us to implement changes and allow us to assist in this process. However, there may be times where a client has no problem implementing changes on their own. Either way, we will be available to answer questions and provide guidance along the way.
The decision on who will be responsible for each task is mutually defined as part of the planning relationship. Our hope is that the cost-effective services we provide make it an easy decision to work with us in all facets of your financial life. We feel that this allows us to make your financial life as simple and easy to manage as possible so you can focus on other priorities in life.