A detailed planning process is the best way to establish financial security. Once we get to know you, we can begin to develop a dynamic financial plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul. Check out our detailed client service calendar for clients on the monthly subscription plans.
Our Client Service Calendar | |
January - June | July - December |
Financial Plan Review | Goal Progress Update |
Balance Sheet Update | Budget & Cash Flow Analysis |
Credit Score Check | IRA & HSA Contribution Review |
Retirement Review | Estate Plan Review |
Insurance Review | Open Enrollment (Employer & Medicare) |
Investment Review | Rebalance Investments |
Tax Return Review | EOY Tax Projections |
401(k) & Pension Review | Social Security Statement Review |
College Planning & Student Loans | Debt Management & Mortgage Review |
Quarterly Market Commentary | Quarterly Market Commentary |
Weekly Newsletter | Weekly Newsletter |
