Follow-up & support of my financial plan:

A plan is always based on current knowledge and circumstances. And these sometimes change; think of:

• new legislation (rather frequent in Belgium),
• a change in my family situation,
• an unexpected donation,
• changes in my goals and wishes,
• another job with different conditions (company car, group insurance, option or share plans,…),
• changes in my assets or income due to investment results,
• an unexpected decease.

That is why I want a follow-up on my financial plan, periodically as well whenever I deem it necessary. My planner is available for that follow-up by visit, phone, email or video call.

Together, we review changes and adjust my plan. And my planner contacts me when there are changes in legislation that impact my plan and goals. That’s his promise.