Monthly Check-in Financial Planning
With the monthly check-in Financial Planning option, we will meet once per month. This is a great option if you are the type of person who wants extra accountability, needs a sounding board when making financial decisions, or just really enjoys having financial conversations with me!
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The meeting schedule below will still apply, but there will be many more opportunities for us to go into more detail on any financial topic of your choosing.
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You can always start with the monthly check-ins and move back to the traditional Ongoing Financial Planning option!
*Tax Preparation and Investment Management are both additional charges, but are offered to all Ongoing Financial Planning clients*
1 | Beginning of the Year Meeting (February/March/April)
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This meeting has a heavy focus on your upcoming tax return and making sure that you are prepared to file your taxes.
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We spend time updating your cash-flow (budget) projections, talking about the yearly contribution schedule for your retirement accounts, and getting an idea of what the future calendar year will hold for you!
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Every meeting starts with an agenda and afterwards, you will get a detailed review of what we discussed.
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2 | Middle of the Year Meeting (June/July/August)
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During this meeting, we will review your retirement projections, talk about what changes have taken place in your life since the last projections were run, and update your short-term and long-term goals.
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This meeting always provides an immense amount of clarity as we run the retirement projections.
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3 | End of the Year Meeting (October/November)
During this meeting, we tend to focus on year-end activities, especially those that are time-sensitive. This can include tax-loss harvesting, Roth conversions, and contributions to retirement accounts.
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We will also review beneficiary information and make any changes that are needed to your Estate Plan.
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4 | Other Topics
Not everything fits nicely and neatly into one of our scheduled meetings. Throughout the year we will also discuss:
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Student loans (including tax filing scenarios)
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Insurance (I advise on but do not sell insurance)
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Debt payoff plan/strategy
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Workplace Benefits
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Health Insurance
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Auto/Home Insurance
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Investments
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College Planning
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Estate Planning
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And anything else that your money touches!