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How often do you meet with your clients?

Posted in on Mar 24, 2020

At Walfrid Private the number of meetings/reviews is left to the discretion of our clients. Oftentimes we find that clients prefer to meet 2-3 times during the first year, and then 1-2 times in years that follow. Our contact management system insures that we schedule an appointment with you at least annually so that we can both review your personal financial situation, and also learn about changes that may have occurred in your life.