The HPH Solutions Client Progress Update Report
The annual Progress Update Meeting we have with every client is a key part of the ongoing service we provide. This meeting is where we review the financial plan we have in place for that client and determine if anything needs to be updated to ensure its ongoing alignment with their personal values and priorities. It is also where we present their Progress Update Report - something our clients have told us sets us apart from other planners they've worked with. You can view a Progress Update Report sample below.