Annual Review
When you want to reach us, we are available for you → we pick up the phone, return calls promptly and can be emailed directly. Expect proactive communication as well…
This is our annual review process:
Annual Review Meeting
-
Review Goals & Objectives
» Review previous year’s goals
» Set new goals - Update Family Information
» Employment, health, children, grandchildren, etc.
- Update Financial Statements
» Net Worth
» Cash Flow Analysis - Update Retirement Plan
- Update Education Plan (if applicable)
- Portfolio Review
» Evaluate Performance
» Review Asset Allocation
» Rebalance Accounts - Review Insurance needs
» Life, Disability, Long-Term Care & Umbrella Insurance
- Review Tax & Estate Planning needs
- Agree on Action Steps
3 Month Review
- Review Goals, Progress and Action Steps
- Portfolio Update
6 Month Semi-Annual Review Meeting
- Review Goals, Progress and Action Steps
- Detailed Portfolio Review
9 Month Review
- Review Goals, Progress and Action Steps
- Portfolio Update
- Evaluate Year-End Tax Planning Strategies
TIME FOR YOUR NEXT ANNUAL REVIEW MEETING
