Life Events

Life doesn’t stay the same and neither does your financial plan.  Regular reviews are a big part of the Quest process, and when you work with Quest your financial planning team is available to you as often as you need them.  Our doors are open, and we’re here to help clients in good times and bad.


The sale of a business, a big promotion, receiving an inheritance, having a child, or other Life Events can trigger the need for a change to your financial plan.  When there is a divorce, or death, or a corporate layoff, plans also must be reviewed and often adjustments made.  Health issues can also reduce income generation and add significant medical costs.


That’s why the Quest process does not end with the presentation of your plan.  Our fee structure is based on the areas where we can help our clients the most.  We work with clients over the course of many years, with 90% of our new and existing clients retaining us year after year.