Our process is designed to help automate the management of your financial priorities. Whether its a deep dive or check-in meeting, we want to keep the right priorities top of mind at the right time. It exceeds beyond reminders and creates actionable steps at every step of the journey.

First Quarter

Second Quarter

     January

  • Budget & Cash Flow Planning
  • Goal Setting & Values Discussion

     February

  • Unrealized/.realized gains reporting
  • Mortgage & debt consolidation review

     March

  • IRA/Roth contributions check-in
  • Charitable planning & gifting strategies

April

  • Collaboration with accountant

May

  • Major purchase planning
  • Business Planning check-in

June

  • Annual risk review
  • Portfolio strategy check-in

Third Quarter

     July

  • Estate planning strategy review
  • Collaboration with attorney

     August

  • Education Planning strategy review
  • Family financial education & awareness

     September

  • Employee benefits review
  • 401(k), 403(b), 457 plan analysis

Fourth Quarter

    October

  • Life, Disability, and Long Term Care Insurance Strategy meeting
  • Open enrollment: Social Security & medicare planning

    November

  • End of year tax planning

    December

  • Portfolio review
  • Strategic planning meeting

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