Olsen Family Financial, LLC | Financial Planner

The Ongoing Financial Planning (billed monthly in arrears) service fulfills a four-part purpose. First, allows the advisor and client to review implementation progress since the last meeting and troubleshoot any issues. Second, it allows the client to discuss with the advisor any life changes that may need to be addressed in the plan. Third, the advisor shows how the client's Asset Allocation has changed over time and what needs to be done for it to be brought back to the appropriate allocation (typically referred to as a Portfolio Rebalance). Fourth, the client and advisor together take the opportunity to continually optimize and work towards perfecting the client's financial plan.