We are excited to officially announce that your conference call, video, and/or in-person meetings we have long coined “Performance Review” are getting a new name: “Portfolio Check-In”!

While the meeting agendas themselves will still cover all of the discussion points that you’re used to, we began to feel that the old name was a bit limiting and didn’t fully encompass the goals of the meetings: to keep up to speed on your life changes and how those might affect your investment goals, tracking your portfolio in relation to your Risk Number, helping to ensure your FearLESS Financial Plan is on course for the long-term, and covering updates on individual holdings, markets, and the economic environment. Essentially this meeting is a holistic check-in of all the things that make up your portfolio to help ensure you’re on track to where you need and want to be. If something has changed, we can discuss options to get back on course. Our aim is to continually help educate, inform, and guide you no matter what is going on in the world around us.

Our Client Advisory Board reviewed the name change and it was nearly unanimous that Portfolio Check-In just “felt” more fitting and all-encompassing. Plus, who really wants to feel like they are getting ready for a job/employee review? Performance Review just seemed to give off a more negative vibe, like having to go to the principal’s office – and no one wants that!

While this is just a small change, we wanted you to know what to expect come your next meeting. We are excited about this positive change and are looking forward to your next Portfolio Check-In!