Services Calendar

What to expect during the year.

We typically meet with our planning clients on a semi-annual basis.

January-June

  • Review Financial Plan (Update goals, action items, progress)
  • Investment Review- Portfolio Rebalancing
  • Quarterly Market Updates
  • Tax Return Review
  • IRA-HSA Contributions-Review
  • Social Security Review-Jan-June Birthdays
  • Credit Score Check
  • Monthly Newsletter
  • Balance Sheet Update-Net Worth Statement

July-December

  • Mid-Year Goal-Progress Update
  • 529 Education Planning/Financial Aid
  • Debt Management-Review Flow Based Budget
  • Investment Review-Mid Year Re-balancing
  • Open Enrollment and Benefit Optimization
  • Insurance Policies Review (Life, Health, DI, LTC, Umbrella)
  • HSA Review
  • Monthly Newsletter
  • Social Security Review-July-December Birthdays
  • Quarterly Market Updates
  • End of Year Tax Planning
  • December Roth Conversion Review
  • Estate Planning-Beneficiary Reviews 

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