Communication
Regular communication is key in my financial planning approach. I meet with clients quarterly, or sometimes annually, tailoring to their schedules. This keeps us aligned on risk tolerance, time horizons, and portfolio diversification, reducing the need for them to reach out during market volatility.
If a client is upset, it's a cue to reassess their risk level. Constant contact helps ensure we're always on the right track. How do you value communication in your financial planning?
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