Update and Periodic Review of the Financial Plan

Given life’s share of surprises, it is important to keep in mind that your situation and your financial goals may change at any time. It is, therefore, crucial that we keep in touch with you to ensure that you are satisfied with your current financial plan and its recommendations.

It is important that you inform us about any major changes taking place in your life so that we can advise you on the financial decisions you will have to make.

The periodic review gives us the opportunity to take into account any changes in taxes and social programs that may arise periodically.