Quarterly Review Schedule
Whether you’re an individual or a business we’ve got you covered with our comprehensive quarterly review schedule.
Click below to see what it looks like.
JAN
FEB
MAR
Q1
Tax Strategies for the year
Cash flow
Family Meetings
Cash flow
Family Meetings
APR
MAY
JUN
Q2
Investment Strategies
Funding Education
Balance sheet review
Funding Education
Balance sheet review
JUL
AUG
SEP
Q3
Estate Plan Review
Insurance/Protection Planning
Insurance/Protection Planning
OCT
NOV
DEC
Q4
Advisor Meeting
Tax Planning
Investments
Tax Planning
Investments
JAN
FEB
MAR
Q1
Cash management
Debt management
Financial management
Risk Management
Debt management
Financial management
Risk Management
APR
MAY
JUN
Q2
Estate Plan Review
Personal Account Structure and Investments
Personal Insurance Review
Personal Account Structure and Investments
Personal Insurance Review
JUL
AUG
SEP
Q3
Key employee compensation and incentives
Review Retirement Benefits
Review Other Employee Incentive Options
Review Retirement Benefits
Review Other Employee Incentive Options
OCT
NOV
DEC
Q4
Advisor Meeting
Minimize Business Tax Liability
Review Entity Type, Value Business and Cost Basis
Minimize Business Tax Liability
Review Entity Type, Value Business and Cost Basis
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We would love to answer any questions you have about the process and philosophy behind our services