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What is the Best Way to Communicate With My Advisory Team?

It is recommended that you and the team members agree on a communication plan with which you are comfortable. The communication with various team members will differ. You may need quarterly communications with your financial advisor, and possibly annual communication with the attorney, accountant, and insurance advisor. The rule of thumb is if your lifestyle needs, goals, and objectives change, you must contact your advisory team so they may update your plan.

Some advisors are using technology that allows you and each member of your advisory team to access planning notes, forms, documents, and project tasks electronically so that everyone involved has all the information in one place.