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
