Client Service Schedule
Initial Planning and Investment Management Process
Meeting #1: Getting to know each other
- Discovery meeting to discuss financial goals and current situation
Meeting #2: In Depth Discussion
- Review financial strategy, net worth statement, current financial status and priorities to address
- Discuss short, intermediate, and long-term goals and the steps we will implement to achieving them
Meeting #3: Fine Point Details
- Investment Management discussion to introduce strategy, allocation, discipline, risk, and create Investment Policy Statement
Monthly
- We will communicate at minimum monthly but we encourage you to call or email anytime
- Investment reports through client portal
Quarterly
- Call, Web-Meeting or In-Person meeting
- Portfolio Review and Rebalance analysis
- Financial strategy goals assessment
Annually
- Net Worth Review
- Cash Flow/Budget Review
- Education Savings Plan Review
- Investment Strategy Review
- Tax-Loss Harvesting Analysis
- Retirement Plan Review
- Update Benefit Elections
- Estate Plan and Review
- Insurance Review
