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
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.....
April-May
Second Quarter
April-May
Second Quarter
Update Education Funding & College Projections
Update Retirement Projections-Are you still on track?
Insurance Policy Review (auto, home, life...
July-September
Third Quarter
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 (Ben...
October-December
Fourth Quarter
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...
Currently not taking any new clients.
Check back later in 2025 for new offerings.