Annual Review and Fine Tuning
- Assess the performance of implemented strategies and make adjustments that may be appropriate based on changes in market conditions or in your own personal circumstances.
- Provide an annual meeting with other advisors you invite to review your next (one year) goals – outlining what would make you happy with your progress.
The SMART Group Houston plan will be uniquely customized for you and will contain proprietary strategies developed by SMART Group or its suppliers. Partial implementation may not produce desired results.