The Importance of Wealth Planning, Part 2: A Three-Step Guide to Wealth Plan Reviews
As discussed in part one of our blog series, a wealth plan is an important tool for families in good times and bad. Regular maintenance is required to keep the plan updated and responsive to an individual or family’s needs and goals. In the next installment of our series, we share the step-by-step approach RKL Wealth Management advisors take to review their clients’ plan. For those just getting started, this process can also set the foundation for creating a new wealth plan.