Our Service Calendar
We don’t sell a product, a strategy, or a proprietary method for making great decisions with our time and money.
Instead, we offer our clients an ongoing process to help deliver on the most important elements of a successful financial plan: investment returns, organization, estate planning, and tax optimization.
Below is our meeting schedule highlighting the four core meetings every year.
Annual Update.
Shortly after the turn of the year we will recap your portfolio’s performance from the prior year, review the current investing and economic climate, and be sure to take into account any new developments with your life and your money.
Taxes, etc.
Leading up to tax filing deadlines we make sure you have the investment related tax documents you need. If you work with an accountant or CPA, we urge clients to connect them with us directly to take some burden off of your shoulders.
Estate Plan Review
Most plans for distributing an estate don’t change often, but when they do need to be updated, it’s very important. This meeting helps ensure your wishes are intact and your risks are addressed. If we need to involve attorneys to draft new documents, we’ll do so.
Tax Strategy Meeting
Many strategies to help improve and optimize an investor’s tax situation must be completed before the end of the year. This meeting occurs with plenty of time to take advantage of these strategies.