06/17/2026
As a general rule of thumb, we recommend a comprehensive review at least once a year. However, major life milestones—such as a career transition, welcoming a new family member, or adjusting your retirement timeline—warrant an immediate check-in. Regular alignment ensures your plan evolves right alongside your life. 🤔📋
See how we guide you through every stage of the journey: https://www.westminsterwm.com/about-us/our-process?utm_source=facebook&utm_medium=M360social