Service Calendar
JANUARY
FEBRUARY
- Full plan review
- Outline specific goals for the year
MARCH
APRIL
- Tax preparation
- Adjust investment strategy given changes in goals
MAY
JUNE
JULY
AUGUST
- Relax - You've done more this year than most people do in 3!
- Enjoy the summer or reconnect with other advice team members (CPA/Attorneys/Insurance providers)
SEPTEMBER
OCTOBER
- Plan update
- Year-end tax planning strategies
- Open enrollment guidance
- Review some or all of the following: Estate Planning, Risk Management, Property & Casualty Insurances
NOVEMBER
DECEMBER
- Time left to wrap up the year and implement changes before the holidays