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Wind vane representing blogs and insights | Saffron Capital
Q3.2021 Financial Market Outlook
July 6, 2021
Benchmark selection
Benchmark Selection for Investment Portfolios
August 14, 2021
Published by Brad Horn on July 8, 2021
Categories
  • Financial Planning
Tags
  • checklist
  • estate planning
  • retirement planning
  • wealth management
Quarterly Review Meeting

Issues to Consider in a Quarterly Review Meeting

Quarterly Review Meeting
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This checklist covers 40 of the most important planning issues to identify and consider during your quarterly review meeting.  Its structured as follows:

  • Cash flow issues
  • Asset and debt issues (including investments)
  • Insurance planning issues
  • Tax planning issues
  • Long-term planning issues
  • Other issues

In addition, the quarterly review includes account consolidation and reporting.  Taken together, these inputs inform cash flow model updates for retirement, investment and estate planning.

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Brad Horn
Brad Horn

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