What it is

Regular “tune-ups” to keep your plan on track as life changes.

How it works

• You meet with the advisor (often once or twice a year).

• You review what’s changed: markets, health, goals, big purchases.

• They update your numbers and adjust the plan if needed.

• You leave with a clear “here’s what we’re doing now” summary.

Simple Example

In one year:

• The market had a rough patch

• You bought a car

• One of you retired earlier than expected

At your annual review, the advisor:

• Shows whether you’re still on track

• Adjusts how much you’re taking out of accounts

• Tweaks investments to match your new timeline

Important Disclosure: Descriptions of services on this page are general in nature and are provided for informational and educational purposes only. Actual services are provided solely by independent third-party advisors who participate in the Retirement Readiness Quiz (RRQ) program. RRQ is not a registered investment adviser, broker-dealer, tax professional, or law firm, and does not supervise, control, or guarantee the advice or services of any advisor. Nothing here should be considered personalized investment, tax, or legal advice, or a guarantee of future results. Before implementing any strategy, you should review the advisor’s regulatory filings (such as Form ADV), written disclosures, and engagement agreements, and consult with your own qualified professionals as needed.