Single and ready to mingle…
with money.
Individual Consultations that help you gain clarity about your finances and provide a strategy to help you reach your peak.
Focus
Life is full of stuff. And sometimes that stuff can really get in the way. Uncle Harry’s advice about what you need to do at this point in your life may have come from his genuine desire to help you out (as if you needed it), but Harry’s ideas might be, well, kinda wrong.
Financial security requires that you do a few things well. Yes, you read that correctly – we said “a few things.” So let’s sit down and see if we can’t untangle this rat’s nest together.
Annual Calendar
Typically, this is the schedule we’ll follow if we’re doing a combination of consulting advice and investment management.
- First Quarter
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Review Prior Year Goals & Action Items
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Portfolio performance review
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Cash flow, budgeting and savings reserve advice
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Student loan and consumer debt assessment
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Credit score and report inquiry
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Review Tax Reporting Data
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Update and track projections for retirement, college, etc.
- Second Quarter
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Portfolio & 401(k) Rebalance
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Insurance Review: Life, Disability, Home, Auto & Umbrella
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Annual Billing Review
- Career Development & Salary Benchmark
- Third Quarter
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Portfolio performance & evaluation
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Estate Planning & Review (wills, trusts, power of attorney, etc.)
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Review Tax Return
- Unclaimed Property Search
- Fourth Quarter
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Portfolio & 401(k) rebalance
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End of year tax planning + strategy
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ACA/Medicare enrollment review
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Employee benefits election review: Insurance, 401(k), etc.
We get to know your numbers, without making you feel like one.
