Annual Process

Your current stiuation and personal objectives can change over time, which is why it's important to cover these key financial topics.  The quarterly discussions will guide our recommendations, build your confidence as an investor and as a client, and help you make decisions for the future.

First Quarter Second Quarter
  • Net Worth
  • Cash Flow
  • Review Values, Objectives, Resources
  • Risk Tolerance
  
  • Tracking Toward Goals
  • Comprehensive Account Review
  • Portfolio Rebalancing
     
Third Quarter   Fourth Quarter
  • Family Protection
  • Company Benefits
  • General Estate Issues
  
  • Tax Review
  • Other Estate Issues
  • Confirm Process
  • Comprehensive Account Review