Help clients review their year-to-date spending and compare it with their goals. Here are some client questions related to evaluating their spending at mid-year:
Is the monitoring method being used still working well or should we discuss options?
Have there been any material changes to your income or expenses since we last discussed your plan?
What has surprised your most about your results so far this year?
Do you anticipate any significant changes in the coming months?
What fund source