Busy supporting your team and your family, but unsure where your money’s really going?

Whether you're managing student loans, planning for your children's education, or thinking ahead to retirement, our one-time Comprehensive Financial Plan is designed to bring clarity and confidence to your financial future.

In just 8–12 weeks, we’ll cover every major aspect of your finances—on your schedule—so you can focus on what you do best: making a difference.

Comprehensive Financial Plan includes:

  • Goal setting

  • Net worth statement

  • Cash Flow Statement (Spending Plan)

  • Tax planning (End of Year Tax Planning Review)

  • Debt management (Student Loan & Consumer Debt)

  • College planning

  • Investments

  • Insurance (Life and Disability)

  • Employee Benefits

  • Business planning

Learn More About Our Process
 

Sample Annual Client Service & Communications Calendar

  1. January

    • Review Prior Year Goals & Action Items Look Back
    • Budget & Cash Flow Review
    • Quarterly Projections & Estimated Tax Payments 15 Jan
    • Investment Accounts Performance Review

  2. February

    • Risk Tolerance Review
    • Gather and File Tax Documents 1099s Released
    • Schedule Appointment w/ CPA
    • Check-In Call #1

  3. March

    • 401(k), 403(b), and IRA Contribution Review
    • Collaborate w/ CPA As Needed
    • Investment Allocation Review
    • Life & Disability Insurance

  4. April

    • Credit Score Review
    • Qualified Retirement Account Contributions IRA, Roth IRA, SEP
    • Quarterly Projections & Estimated Tax Payments 15 Apr
    • Investment Accounts Rebalance

  5. May

    • Update Goals & Financial Planning Projections Look Forward
    • Upload Completed Tax Return Federal, State, Schedules, Vouchers
    • Tax Return Review
    • Meeting #1

  6. June

    • Debt Management Review
    • Quarterly Projections & Estimated Tax Payments 15 Jun
    • Property & Casualty Insurance

  7. July

    • Monitor Financial Planning Tasks
    • College Planning Review
    • 529 Plan Allocation Review and Rebalance

  8. August

    • Emergency Fund Review
    • Estate Review Beneficiaries, Will, AMD, POA
    • Roth IRA Recharacterization Review
    • Check-In Call #2

  9. September

    • Roth Conversion & Rollover Opportunities
    • Quarterly Projections & Estimated Tax Payments 15 Sep
    • Capital Gain and Loss Harvesting
    • Umbrella & Business Liability Insurance Review

  10. October

    • Employee Benefits/Medicare Review Open Enrollment
    • FAFSA
      Student Aid Deadlines
    • Use it or Lose it FSA
    • Tax-loss Harvesting Review

  11. November

    • Employee Benefits/Medicare Review Open Enrollment
    • End-Of-Year Tax Planning
    • Investment Accounts Rebalance
    • Meeting #2

  12. December

    • Cost Of Living Adjustments & Inflation Projections Review
    • Social Security Benefits Review
    • Retirement Income Review
    • Charitable Giving Cash, Stock or Payroll

Book a 30-minute complimentary “Fit” meeting to determine if we would make a good mutual fit.

We will assess a mutual fit, build rapport, and share about our firm and pricing to affirm the next steps.

Book An Introductory "Fit" Meeting
 
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