Ongoing Planning Process
Ongoing Financial Planning Support
Annual financial planning meetings
Most of our clients opt to participate in all three annual meetings. However, we require at least one meeting per year for clients to maintain their status with us.
Over a two-year cycle, we systematically address all relevant topics, ensuring comprehensive coverage. Nonetheless, individual client concerns and needs take precedence over the planned schedule, allowing for flexibility and personalized attention.
Spring
● Financial goals review● Cash flow and savings review● Retirement planning updates● Retirement plan contributions review● Update risk analysis ● RMD for current year review● Investments review● Check annual credit report● Rebalance company retirement plan
Summer
● Prior year's taxes review● Develop future tax strategies● Review company provided benefits● Rebalance company retirement plan● Investments review
Fall
● Estate Planning Review● Implement any Tax Strategies● Confirm RMD's are being met● Review risk protection coverages● Review accumulation goals● Review charitable gifting plan● Rebalance company retirement plan● Investment review
To learn about the next step, the investment planning process, click here.