Portfolio Review Process

At Generations Wealth Planning, our client review process is very important. It gives us a chance to report to you on your overall financial picture, much like your annual physical or checkup with your doctor. Whether your review is done here in person or over the phone, we not only touch on performance, but we also make sure that nothing significant has changed in your life that would alter your overall financial picture. This is our opportunity to make sure that we are still on track for you, that we understand your risk tolerance and longterm goals so that your investments are being managed accordingly. We also look at your withdrawal rates from your investments to make sure that they are at a safe and acceptable level and not excessively tapping into your principal. The client review process is an important step in helping you to reach your financial goals.

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