Our Planning Strategy
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.
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