1

Financial Roadmap

  We will create and then update annually your Financial Roadmap. Your Financial Roadmap will allow you to live your life on purpose through focus on such items as your values and goals and the alignment of those values and goals with your financial position.              

Year 1

Pre Annual Review

X

Annual Review

Post
Annual Review

Year 2 

 Pre
Annual  Review

X

Annual Review

Post
Annual Review

Year 3

 Pre Annual Review

X

Annual Review

Post Annual Review 

2

Financial Plan Progress

We will annually review your progress towards your goals and provide you with a simple one page plan for the coming twelve months detailing actions needed by you to stay on track.

X

X

X

3

Insurance Review

We will annually review every kind of insurance available and 1) recommend the right kinds and amounts, 2) be sure there are no coverage gaps which might endanger your financial freedom, and 3) see what, if anything, can be done to reduce premiums.

X

X

X 

4

Investment Progress Reports

We will deliver a quarterly progress report to you. This simple summary of investable assets is designed to show you the progress you are making benchmarked against the goals you have set for yourself.

X

X

X

X

X

X

X

X

X 

5

Estate Planning

Every 3 years we will review your Estate Plan with the objective of 1) establishing a plan for your money to make it into the next generation, and 2) creating a structure that will bring your heirs closer together by simplifying the distribution of your assets.

X

6

Goals

We commit to contacting you proactively prior to every goal date you have established to give you the game plan for the accomplishment of each of your goals.

Ongoing

through

out

the

year

7

Cash & Debt Management

We work with you to establish adequate cash reserves as well as a debt elimination plan to handle financial issues that come up in life. If needed, we will assist you to create and maintain a budget.

Ongoing

through

out

the

year

8

Financial Plan Threats

We will continually assess any threats that we see to your plan and look for and communicate strategies that we or you can do to minimize or eliminate the threat.

Ongoing

through

out

the

year

9

Income Tax Planning

During the last 4 months of the year we will do income tax planning for you with 2 objectives in mind, 1) seek ways to reduce taxes, and 2) make sure there are no surprises on April 15th.

September

to

December

10

Income Tax Preparation

If you are an ideal client we will prepare your tax return for you at no cost.

January

to

April