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.
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
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
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)
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)