Mayflower Capital MISSION CLIENTS WORK PRESS PEOPLE CONTACT

Frequent Check-ups      Getting frequent financial check-ups is vital to having a successful financial plan or investment advice. Investment recommendations should be reviewed quarterly or even sooner, as the marketplace can have sudden changes in investment paradigms. Also, a client's own finances or family structure can change suddenly, so that is also a reason for frequent check-ups. The client needs to order a new work engagement for each new check-up. Mayflower Capital