Step 4: Monitor your customized retirement plan
Personal Retirement Strategy
The process doesn't end with us implementing your personal retirement plan. When you become a North Texas Wealth Management client, you become part of our client family and our team works together to ensure your retirement objectives are met. Your financial planner regularly reviews and reports your progress toward reaching your retirement goals.
Each quarter, we review and update you regarding your investment strategies and progress.
At least annually, we meet one-on-one with you for an account review to confirm the plan is on track, take advantage of tax planning opportunities, and make revisions as your objectives change.