Most plans for individuals with more then $150,000 of investment capital will approach a 45 page document. Cover expenses and savings and personal goals and then let the computer run through this data and evaluate the results. In the second meeting we review the input, adjust where needed and rerun. On an annual basis following the year end results we review where your accounts are versus where the program projected them to be, maybe this give us input on how to adjust the investment mix of assets. The important results are the continual, slow and steady work that these tools help show us to better understand your financial picture.
The Process of Building A Financial Plan