Process
All Financial Life Planning engagements begin with a foundational process designed to explore what’s most important to you. Only then can we be sure that our recommendations are truly in your best interest.
Annual Service Calendar
The only certainty is that things will change—your priorities, career, family situation, tax laws, etc. We’re here to help you think through anything that requires us to pivot. We meet at least twice a year to make appropriate adjustments and make sure you’re still on track to achieve what is most important to you. Plus, we’re always available by email, phone or in person if you need us outside of our scheduled meetings to discuss anything that needs attention.
Early-in-the-year meeting/s
Celebrate accomplishments from the previous year and set priorities for the new one
Update cash flow to align with the upcoming year’s goals
Review financial freedom metrics to make sure you’re still on track for future goals
Assist with tax preparation to make filing stress-free
End-of-the-year meeting/s
Rotating annual review of estate plan, insurance needs and risk profile
Advise on employee benefits and open enrollment decisions
Finalize tax projections and implement year-end tax planning strategies
Review and complete outstanding tasks
Throughout the year, we work behind the scenes to provide valuable benefits into your financial journey
Updating projections and pivots based on new information
Internal portfolio review, tax-loss harvesting and rebalancing
Communications with your other professionals (CPA, Attorneys, Insurance Agent)
Educational content on rotating topics
Market commentary