Family matters.
Family Consultations that help you strategize for the future and adjust as your family grows.
Bang!
Go to a typical financial advisor and you may find that they view your financial future through the scope of the products they offer. Seriously? What a fortunate coincidence — for them.
We believe that there are as many ways to build your financial strategy as there are goals you’re targeting for your family: current needs, future security, managed risk and accounting for those inevitable financial misfires.
Enough of this “ready, aim, fire” stuff. Consult with an advisor whose goal is to help you hit the mark, where and when you need to hit it.
Annual Calendar
Typically, this is the schedule we’ll follow if we’re doing a combination of consulting advice and investment management.
- First Quarter
- Review Prior Year Goals & Action Items
- Portfolio performance review
- Cash flow, budgeting and savings reserve advice
- Student loan and consumer debt assessment
- Credit score and report inquiry
- Review Tax Reporting Data
- Update and track big-picture projections for retirement, college, etc.
- Second Quarter
- Portfolio & 401(k) Rebalance
- Insurance Review: Life, Disability, Home, Auto & Umbrella
- Annual Billing Review
- Career Development & Salary Benchmark
- Third Quarter
- Portfolio performance & evaluation
- Multi-Generational Estate Planning & Review (wills, trusts, power of attorney, etc.)
- Review Tax Return
- 529 and College Planning
- Unclaimed Property Search
- Fourth Quarter
- Portfolio & 401(k) rebalance
- End of year tax planning + strategy
- ACA/Medicare enrollment review
- Employee benefits election review: Insurance, 401(k), etc.
We get to know your numbers, without making you feel like one.
