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WATERSIDE 6 OFFICE PARK
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WHAT IS ONGOING PLANNING?

Ongoing Planning provides you with confidence and reassurance that you are optimizing relevant planning opportunities and have a professional watching over your β€œstuff”. You get the benefit of having on-demand meetings or calls for urgent life planning matters as well as unlimited phone and email support.

  • Early Year Check-In
  • Midyear Check-In
  • End of Year Check-In
  • Discuss priorities in your life
  • Review open tasks & recommendations
  • Discuss any changes to cash flow/updates to your cash flow management system
  • Establish goals for the year ahead
  • Retirement plan contribution/ employer match review
  • Proactive planning for salary increases, bonuses, & equity compensation payouts
  • Gather documents and complete preparation of tax returns
  • Discuss priorities in your life
  • Review open tasks & recommendations
  • Discuss any changes to cash flow/updates to your cash flow management system
  • Review credit reports
  • Insurance review-changes needed to life, disability, P&C insurance
  • Beneficiary designation review
  • Education funding update
  • Investment asset allocation review
  • Discuss priorities in your life
  • Review open tasks & recommendations
  • Discuss any changes to cash flow/updates to your cash flow management system
  • Net worth update
  • Employee benefits review and open enrollment assistance
  • Use it or lose it FSA review and dependent care review
  • Tax projection review
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