After you have completed the Initial Financial Plan, it is of great importance that you continually review (monitor) your plan and adjust as necessary. This monitoring process is not just a reaffirmation of your original plan, but a process that continually measures your results, and makes adjustments as necessary.

Change happens to us everyday, in many different ways. From a business perspective, tax and pension laws change almost every year. We live through economic cycles. Sometimes, our overall outlook simply is different today that it was a few years ago. All of these situations require adjusting your long-term plan in order to achieve success.

Monitoring clients of our firm receive the following:

• An annual meeting at our offices in Dallas to review and update your plan
• Cash flow and debt structure
• Pension plans / funding recommendations 
• Investment performance, allocation review
• Taxes – updates on law changes and potential savings
• Practice review, including systems, overhead, and cash flow
• Review of estate documents for any law or personal changes
• Insurance review
• Scheduled phone calls throughout the year to make sure that you are implementing the recommendations
• Continued access to the resources of our community
• Ability to contact our offices with any questions that you may have, at any time. We are here to help you!