STEP 5: Regular Ongoing Review Meetings

Written By shuo li

Staying on track and adapting as life changes.
We’ll meet every 6 months to review your progress and make sure you’re still on track to pursue your goals. These sessions include:

  • Investment performance review and adjustments

  • Annual tax planning strategies and updates

  • Life updates (changes in family, career, goals)

  • Balance sheet and cash flow review

We’ll continue to monitor your plan and adapt it to ensure you're always heading in the right direction.

shuo li
Previous

Let’s Get Started!
Next

STEP 4: Follow-Up Meeting