Our teams approach focuses on the following four quarterly checkpoints:
First Quarter: Goal Tracking – We recap your short-term goals and priorities for the year, and we measure your progress toward longer term goals. Your cash flow and net worth are also updated.
Second Quarter: Investment Planning & Portfolio Review – Portfolio performance and investment recommendations are covered, as well as asset allocation strategies.
Third Quarter: Mid-Year Review - Family Security and Cash Flow – Estate planning, beneficiary review and protection planning are covered. We also review your employee benefits. Cash flow and net worth are revisited.
Fourth Quarter: Tax Planning– Year-end investment and tax strategies are discussed. We also prepare a tax planning worksheet to help you better understand what your tax situation might look like. We can work closely with you and your tax advisor to aid in this effort.