Quote of the Week: Scheduling Annual Checkups With Your Financial Advisor

“Annual or quarterly meetings tend to be a staple of the adviser-client relationship.

Many advisers say these meetings are critical—that they can’t effectively help their clients with finances if they don’t have regular checkups.”

Jaime Levy Pessin,  The Wall Street Journal, January 9, 2012, “Getting Clients to Take Action

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!
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