Typically, the first year many clients opt to meet quarterly or every six months. After that many go semiannual or annually, but it is entirely up to the advisor and client to decide based on the needs of the client.
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Typically, the first year many clients opt to meet quarterly or every six months. After that many go semiannual or annually, but it is entirely up to the advisor and client to decide based on the needs of the client.
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