Frontier Bank operates on the belief that investors with a well-defined plan stand a better chance of achieving their goals compared to those driven solely by daily events. When you engage with one of our advisors, here’s what you can expect: **Goal Identification:** In our initial meeting, we’ll delve into your current situation, identifying your starting point, and discussing your goals to determine your future aspirations. An honest conversation about risk will ensure alignment on your comfort level. **Plan Development and Implementation:** Following our first meeting, we meticulously review your current situation to craft a plan offering the best probability of reaching your long-term goals. We collaborate to make any necessary adjustments, ensuring your comfort with the plan. **Monitoring:** Once your plan is in place, you dictate your preferred communication method—be it phone, email, or in-person meetings. You can access your account securely through our website or receive paper statements. Periodically, usually annually, your advisor will review your plan to ensure it remains on track.