Plan 1 Jan 5, 2021 Financial Planning Financial Planning is central to our task. From the outset, we work closely with the client to develop a detailed and proactive financial plan that reflects their unique circumstances and goals. We take the lead and keep the client informed until every action item is complete. Their plan is updated at least once a year, but often more times than that. We encourage our clients to contact us at any time with new information or with questions. Can they buy a second home, a boat, or a piece of property and stay on track toward their goals? Constant communication and unwavering attention to planning let our clients know where they stand even as their goals or circumstances change.