Our Meeting Process for Our Look Forward Planning Services
Review Meetings
A lot can happen in your Journey, and it usually does!
The Review Meeting is the foundation of our ongoing client relationships.
Your finances are not static-neither are you. The Review Meeting is the time to review your progress, update your situation, re-evaluate if necessary, and make any needed adjustments. It is the way we help you stay on track, to ensure your goals and visions become your financial reality. As your Journey evolves, we will be there with you.
Annual Check In
A member of our Client Service Team will check in with you to review your profile information, beneficiaries, account access, bank accounts and more to help keep us up to date with your situation.
Our Assistance Center provides tools allowing you to start many common service requests, access your accounts, schedule a meeting, message us, send or view files, use our online planner, determine your risk tolerance, and more!
Progress Reporting
The custodian that holds your investments will provide statements of your account and activity.
Knox Financial Services provides your Personal Financial Website that offers a complete view of your investment portfolio, other accounts, net worth and tracks your progress over time. You may also link your other assets, such as retirement plans, savings, banking accounts, and liabilities, like mortgages, loans and credit cards, for a complete picture of your financial situation. This site is updated daily and tracks your progress.
We also provide an annual electronic (.pdf) summary of your progress.
Questions? Something Happened? Opportunity?
We know that life happens - it is a Journey!
If you have questions or concerns, something comes up, or you wish to check in, your Advisors and our Client Service Team and are available to address your questions or concerns.
Financial Education Series
Our Financial Education Series are an opportunity to learn select financial topics, such as basics of investing, types of investments, retirement plans, financial planning, and more.
If you wish to subscribe to our Education Series, each month you will receive an email article covering the topic of the month. No homework is required, but a great chance to learn about financial topics.
Newsletters, Insights, and Updates
We offer a number of ways to stay informed! Choose the information that is of interest to you:
Knox Notes - Commentary from Jason Knox, AIF®, CRC®, addressing select economic and market topics.
Knox Financial Minute - our monthly Newsletter with a broad range of financial topics.
Happenings! - Updates about Knox Financial Services, events and other happenings.
Market Insights - our brief video that covers what is going on in the financial markets.
We also provide a variety of Economic and Market Review resources.
CPR Training
At Knox Financial Services, we wish to help by offering CPR training sessions. With our classroom session, you will experience an instructor-led, hands-on class format, that teaches or reinforces skill proficiency. Upon completion of the class, you will have the opportunity to receive your certificate of completion.
