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Winter Service Outline
Tax Planning Strategies
Education Planning
Retirement Savings Strategies
Review Goals for the New Year
Spring / Summer Service Outline
Investment Portfolio Deep Dive & Risk Tolerance Update
Cash Flow & New Worth Review
Personal Financial Website Update (eMoney)
Social Security & Pension Strategies
Fall Service Outline
Insurance Policy Review
Estate Planning & Beneficiary Review
Employee Benefits
Define Your Current Situation and Establish Financial Goals: First, we want to ensure that we have a clear understanding of your current financial situation. Then, we will conduct a robust goal development discussion to determine what is most important to you. We will prioritize your goals, while also addressing your objectives and concerns.
Discuss Preliminary Findings: Next, we will share our findings based on our initial analysis. We will highlight areas of concern and opportunity and collaborate to develop “what if” scenarios, as well as refine data in preparation for our comprehensive analysis and plan development.
Plan Review and Strategy Discussion: Then, we will review our custom recommendations and strategies, answer questions and develop a timeline and action plan for implementation. Our Road Map will lay out a specific, time sensitive path for achieving your financial goals, while mitigating risks and addressing concerns.
Implementation and Monitoring: Finally, we will be with you every step of the way as we put your action plan into motion. We will act on recommendations according to the predetermined timeline and determine the most appropriate monitoring strategy to evaluate your progress and adjust for changes in circumstances over time.
