Halliday Financial VisionPlan clients: Are not as afraid of the future
As your life changes, your plan should change too. But making changes to an already established plan may produce less anxiety than reacting to changes in your life without that plan. And, because you developed the original plan with the guidance and assistance of a Halliday Financial Advisor or Wealth Advisor, you will already have a trusting relationship with someone to help keep you on track and heading toward your objectives.
You and your advisor can keep abreast of changes in your financial life by: reviewing your plan regularly and tracking your progress toward your goals. When necessary, you can discuss and implement new solutions, strategies and tactics design to adjust to your change of circumstances.