I offer different levels of financial planning for my clients depending on where they are in their lives and their financial complexity/needs. For my clients that are on the more complex end of the spectrum (business owners, executives, etc), We tend to meet on more of a monthly basis, especially if they’re going through a period of change in their lives. I meet with the majority of my other clients on a quarterly basis and then those that are much less financially complex (recent college grads, just starting their career) we might only need to meet semi-annually. By meeting my clients where they are and tailoring my planning services to them, everyone gets the level of service they need at that point in their lives, and if/when things change we can adjust the service model accordingly.