Wealth management is not a spectator sport and market timing is not a plan. Proactive counseling is at the heart of all our client relationships. It has to be.
Markets are dynamic and ever-changing. So we review your plan with vigilance against current and future market conditions, and recommend adjustments to you as they are warranted.
Ongoing interactions between clients and Weston Financial include:
- Monitoring your plan regularly to ensure that it aligns with your goals at all times. Indexes do not have retirement goals; people do.
- Adjusting your plan and ultimately your asset allocation as your goals evolve and market conditions change.
- Providing thorough documentation, consistent follow-through, and timely communication.
- Helping you to make the right decisions, always in the context of your plan.