Client Service Calendar

We understand that trying to cover every part of your financial life in a single "annual review" just doesn't cut it.
That's why we're moving towards an annual service schedule where we'll check in with you more often, for more focused conversations. Some of these conversations can happen via email if that's more convenient for you. We also love seeing your face and hearing your voice, so Zoom or in-person are options as well.
Please keep in mind that this calendar Is designed to make sure all the bases get covered over the course of the year- not to limit you to talking about these topics during these months. 😅
January/February
Issues to Consider at the Start of the Year
-Includes a review of what accounts to contribute to-
RMD Issues to Consider (for those of RMD age)
March/April
Review Tax Return
Cash Flow Check-In
May/June
Reviewing your estate plan
-includes beneficiary review on your accounts-
July/August
Investment Account(s) Review
Review Big Picture Goals
Employee Benefit Review
September/October
Review your personal insurance coverages
Prepare for open enrollment
November/December
Issues to Consider before Year-End
Capital Loss Harvesting (if applicable)
Charitable Giving Planning