WHEN?

We will remind you when you are due for an annual review. However, we welcome you to call, email or schedule an appointment whenever you have questions, concerns, or changes to your financial picture.

WHAT’S INVOLVED?

Once the plan is in place, we continue to monitor the plan to ensure that you remain on track to meet your financial goals. This is done through annual appointments where we review your current financial situation and goals to see what, if any, changes need to be made.

WHAT IS BARR ASSOCIATES DOING?

We monitor the performance of the investments and products used in the plan. We investigate new products that may enhance the plan. We keep current on the market, industry and tax codes.

WHAT IS NEEDED FROM ME?

In preparation for these reviews, our staff members may request updated information from you. We ask that you please provide the requested information in a timely manner.

WHAT’S NEXT?

You will remain in the Monitor step of the process for the duration of the relationship unless circumstances or goals change, which will require us to return to the Gather step.