To stay connected and keep your plan aligned with your life, we hold two regularly scheduled strategy meetings each year — one in the Winter and one in the Fall. These touchpoints give us a chance to review any changes, update your plan, and make sure you stay on track. You’re also welcome to schedule additional meetings anytime something comes up. But with these two built-in strategy sessions, you’ll always know we’ll be reaching out proactively to keep you headed towards your goals.