How Often Should I Meet My Financial Planner
How often should I meet my Financial Planner?
Investors often ask if there is a standard time frame that they shall follow to meet their Financial Planner
Few of the instances where it becomes important to sit down with your Financial Planner
More Debt
When you plan to take new or major loans for buying car or a new home, such instances shall cause significant change in your financial portfolio
More Money
If you receive inheritance or bonus or book huge profits
by selling any property etc meet your financial planner who can guide you to identify your other long term goals & help you to make best use of your money
You are reaching a milestone
If you have any investment nearing to maturity, you shall schedule a meeting with your financial planner & decide as to how you can utilize that fund in more efficient way.
Major Life changes
Schedule a meeting with your financial planner when any important changes takes place in your life like
- Marriage
- Birth of Child
- Change of Job etc
- Critical illness
- Increase in dependent family members
- Divorce
Yearly Review of Investment
We always recommend an investor shall at least once in a year meet their 
Financial Planner to review annual performance & reschedule their investments as per their needs & requirement.