Financial life calendar
We offer comprehensive financial planning and wealth management where we’ll focus on your customized plan to build a solid foundation. As your financial partner, we honor fiduciary principles to act in the best interest of our clients when managing assets. You can be confident that we’ll select the appropriate tools and services to help guide you to your goals.
Our Financial Life Calendar outlines our collaboration with you, throughout the year, to help you reach your goals. There may be some variance depending on your particular situation and circumstances.
Need help identifying goals? Check out our Master List of Goals.
1st QUARTER
- Prior Year Tax Summary Letter
- Review Annual Income & Expenses
- Review Roth Conversions
- Goal Planning Review
- Equity Compensation Planning
2nd QUARTER
- Investments Deep Dive
- Tax Strategies + Rebalancing
- Insurance and Risk Mitigation
- Estate Planning & Beneficiary Review
- Charitable Giving
3rd QUARTER
- Tax Return Review & Analysis
- Goal Review & Financial Plan Progress
- Financial Education
- Roth Conversion Analysis
- Account Profile Review
4th QUARTER
- Personalized Impact Report
- End of Year Tax Planning
- Analyze Company Benefits Plans
- Roth Conversion & Distribution Analysis
- Year In Review; Revisit Key Items