[Kayla Buell – Ambassador]

What a great concept! I think it’s wonderful that you meet once a year to go over your finances, plans, and goals. A lot can happen in a year, and I think a lot of people forget that. A once a year checkup is definitely healthy. Best of luck!

[Antoinette Minor – Ambassador]

I would actually take your documents and sit with other financial advisers to get their opinion on the plan you have. Depending on their suggestions I would take those comments, concerns or questions to your advisor.