Goal Tracking
- Financial position update
- Projected cash flow
- Progress reports
- Life changes and assumptions
- Reaffirm priorities
- Revisit prior recommendations
- Executive compensation analysis
Asset Allocation
- Complete portfolio rebalancing/re-optimizing
- Asset allocation design
- Risk/suitability analysis
- 401(k)/403(b) guidance
Family Security and Cash Flow
- Cash flow revisited
- Annual insurance review
- Estate planning strategies
- Employee benefits
Tax Planning
- Tax information gathering
- Coordination with tax professional
- Tax summary letter
- Year end strategy
- Long-term planning strategies
