A financial plan, if not executed properly, is useless. After presenting you with a plan
it is now up to us to make it perform. We are constantly monitoring your accounts
to ensure that your plan is meeting and exceeding its potential.
During this period, we take the time to educate our clients on how their plan is performing
for them. The more you understand your financial plan, the more empowered you are to make the
decisions you need to make.
Part of making your plan perform includes reassessing your profile over time to keep your
financial plan up to date. Jomarc Financial Group will grow with you as your life changes.