When meeting with a family for the first time, I like to meet with both spouses. Consulting with both spouses offers two separate perspectives of your financial situation. My goal is to get you on the same page and gradually implement any changes to your plan as appropriate. As time goes on, I will ask to schedule a meeting with you and your children to address inheritance, tax-efficient estate planning strategies, trusts, and wills.
I understand that both your life and the financial markets will change over time. By periodically checking in, we can discuss changes in your life and determine if any changes are needed to your wealth management plan. This will help make sure your plan stays on track toward pursuing your goals.
I try to touch base once a quarter to see how you and your family are doing. I will schedule face- to-face meetings at your convenience to review your financial documents, account performance, tax statements, and any changes to your financial and life goals.
Stifel and its associates do not offer legal or tax advice. You should consult your legal and tax advisors regarding your particular situation.
