Comprehensive Service Calendar

When you subscribe to the full Comprehensive Financial Planning Process, you get ongoing proactive engagement with unlimited access to your financial adviser.  Here are some of the items that we will be doing annually.

January-March

First Quarter

Event Details

January-March

First Quarter

Annual Budgeting & Debt Review

Capital Gains Tax Reporting Summary

IRA Contribution Check-in

Re-balance Retirement Accounts (401(k), IRA, etc...)

Re-balance Investment Accounts

April-May

Second Quarter

Event Details

April-May

Second Quarter

Update Education Funding & College Projections

Update Retirement Projections-Are you still on track?

Insurance Policy Review (auto, home, life)

Credit Review-TransUnion (every 4 months with different provider)

Career/Job Satisfaction Review

July-September

Third Quarter

Event Details

July-September

Third Quarter

Mid-year Cash Flow Check-in

Re-balance Retirement  Accounts (401(k), IRA, etc...) 

Re-balance Investment Accounts

Estate Planning Check-in (Beneficiary, Vault Upload , etc...)

Credit Review-Equifax (every 4 months with different provider) 

October-December

Fourth Quarter

Event Details

October-December

Fourth Quarter

Year End Tax Planning Review

Employee Benefits Enrollment Review

Salary Benchmark Review

401 (k) Election Review

Credit Review-Experian (every 4 months with different provider)