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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 - 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