How Often Will We Meet to Review My Financial Plan?
Answer:
At Messett Financial, we typically meet once or twice a year for comprehensive financial plan reviews—but we’re always available for calls or meetings in between to address your needs.Messett Financial+1
What This Means for You
Regular Reviews — Once or Twice a Year
We schedule official review meetings either annually or semi-annually, depending on your preferences and life circumstances. These are your milestones for checking progress, revisiting goals, and updating strategies based on changes in your life or the economy.Messett Financial+1
Always Here When You Need Us
Life doesn’t wait. Whether it’s a market dip, tax change, new job, or family event, just reach out. You’re not limited to scheduled check-ins—we’re always available for timely conversations to keep your plan responsive and relevant.Messett Financial+1
Planning Your Meeting Cadence
| Frequency | What It Covers |
|---|---|
| Annual Review | Overall portfolio performance, goal alignment, long-term planning, rebalancing. |
| Semi-Annual | General check-ins, small adjustments, mid-year goal alignment. |
| Ad-Hoc | Immediate needs—life events, market shifts, tax or income changes. |
Regular check-ins ensure we’re adapting to your evolving needs—whether you’re targeting retirement, tax efficiency, education funding, or business transitions.
Why Annual or Semi-Annual Reviews Work Best
Industry experts suggest meeting with your financial advisor at least once a year to stay aligned with your objectives, especially as your life situation or market dynamics change.
SmartAsset
That said, financial planning is dynamic:
If your portfolio is more complex or volatile, you may benefit from frequent check-ins or even quarterly reviews.
If your situation is stable, annual or semi-annual meetings usually provide enough oversight and flexibility.
Cooke Wealth Management
In Summary
We’ll conduct regular “official” reviews once or twice a year.
We’re always available to connect in between official sessions—no question is too small or too urgent.
Together, we’ll tailor the meeting rhythm that suits your life stage, goals, and peace of mind.
