Client Resource Center

We typically review your financial plan quarterly, biannually or annually, but if your circumstances change, we can meet more frequently to ensure your plan remains aligned with your goals.

Please notify us as soon as possible about any major life changes—such as marriage, divorce, job change, or the birth of a child—so we can adjust your financial plan accordingly.

You can schedule a meeting by contacting our office directly via phone or email. You can also book an appointment through our online booking service by clicking this link: Click here to book at your convenience.

Log in to our secure client portal to view your accounts and investment performance. Please contact your advisor for a copy of your updated financial plan. If you need assistance with access or experience technical issues, please call the number listed on the client portal website for support.

We communicate with clients to review their investment strategies and financial goals. We monitor portfolio performance and may recommend adjustments based on market conditions, financial objectives, and risk tolerance. Clients receive periodic statements and have access to account information through our online platform.

During market downturns, we focus on maintaining a long-term strategy and may rebalance your portfolio if necessary. We will communicate any significant changes and are always available to discuss your concerns.

Yes, you can request changes to your portfolio at any time. We’ll discuss any potential implications and make recommendations to align changes with your long-term financial goals.

We review portfolios regularly and rebalance when necessary based on market conditions, asset allocation shifts, and your evolving financial objectives. We will meet with you or contact you as we need to rebalance your portfolio.

If your financial goals change, contact us to schedule a review. We will work together to update your plan and make any necessary adjustments to your investment strategy.

Let us know if you’d like to increase contributions to your retirement or investment accounts, and we will help you explore the best options for maximizing savings.

We collaborate with your tax professional to help align your investment strategy with your overall financial goals. However, we do not provide tax advice or review your tax returns. Rockwood Stone Wealth Management does not provide tax or legal advice. All decisions regarding tax or legal implications of your investments should be made in consultation with your independent tax or legal advisor.

We recommend reviewing your estate plan every few years or after any major life event (such as marriage, the birth of a child, or inheritance) to ensure it remains up to date.

Yes, you can update beneficiaries at any time. Simply contact us, and we will assist you in making these changes on your accounts and plans.

If you’ve experienced changes in your life, such as a new home, marriage, or the birth of a child, you should review your insurance coverage. We’ll work with you to ensure your coverage is adequate and meets your needs.

Any changes or updates we make will be discussed with you via mail, email, text, or phone call.

If you have any questions or concerns, feel free to contact us at any time. We are always available to provide clarification and make adjustments if necessary.

If you need assistance with access or experience technical issues, please call the number listed on the client portal website for support.

Yes, we offer virtual meetings through secure video conferencing platforms. Simply request a virtual meeting when scheduling, and we’ll set up the details.

Advisory fees are billed quarterly. In non-advisory accounts, commissions are charged for transactions as they occur. These will be detailed on your statements.

Most adjustments are included in our regular service fees. However, if there is an additional cost for a specialized service, we will inform you upfront. You will be able to see these fees on your account statement.

If you would like to expand the services you receive, we will provide you with a transparent fee structure and discuss any changes to your current arrangement.

As you near retirement, we will review your plan in greater detail, ensuring that your income, savings, and withdrawal strategies are aligned for a smooth transition into retirement.

We incorporate flexibility into your financial plan by reviewing your situation and monitoring market conditions. We meet with you to discuss any necessary adjustments to help align your plan with life changes or unexpected events. However, investment strategies should be reviewed periodically to ensure they remain suitable for your goals and risk tolerance.