January - March
Scheduled Activities
- Risk Tolerance
- Analysis Portfolio Design and Asset Allocation
- Submit Credit
- Gift Tax Planning
- Retirement Income Planning
- Analysis of Required Minimum Distributions
April - June
Scheduled Activities
- Debt Management and Payment Planning
- Business Line of Credit Analysis
- Portfolio Rebalancing and Investment Review
- Lifestyle,Cashflow,Expense Planning
- Real Estate Analysis
- Review Credit Reports
July - September
Scheduled Activities
- Review of Client Portal
- Health Insurance Planning and Analysis
- Small Business Planning
- Financial and Life Goal Setting
- Insurance Review-Long Term Care and Risk Management
- Identity Theft Discussion / Cyber Security Review
October - December
Scheduled Activities
- Education Planning, Funding and 529 Plan Review
- Employee Benefits Planning
- Discuss Alternative Investments
- Trust Planning Analysis
- Aggregate Asset Review
January - March
Scheduled Activities
- Review Estate Planning Documents
- Family Meeting and Wealth Review
- Monte Carlo Report and Analysis
- Portfolio Rebalancing and Investment Review
- Submit Credit Request
April - June
Scheduled Activities
- Net Worth Analysis
- Medicare and Social Security Planning
- Legacy and Multi-Generational Planning
- Concentrated Stock Position Review
- Homeowners/Auto Insurance Review
July - September
Scheduled Activities
- Portfolio Rebalancing and Investment Review
- Income Tax Planning
- Small Business Retirement Plans
- Behavioral Finance Discussion
- Review Emergency Cash Fund
October - December
Scheduled Activities
- Review Mortgage and Refinance Options
- Cash Flow Budget Planning
- Asset Protection Analysis
- Education Funding for Grandchildren
- Family Financial Planning Meeting
- Investor Education