November 19, 2021

Important Planning Numbers 2022

2022 Important Planning Numbers Download There are lots of important planning numbers that we work with.  At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other times, the figures do not […]
July 8, 2021

Issues to Consider in a Quarterly Review Meeting

Issues to Consider in a Quarterly Review Meeting Download 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 […]
January 15, 2021

Full Spectrum Goal Planning

Full Spectrum Goals Download Full spectrum goals cover an individual’s full, remaining life-cycle.  Periodically, it is essential that you update and prioritize your planning objectives, regardless if you are new to financial planning or not.  Goal setting is key to defining planning strategies and alternatives, curating advice and making client […]
December 4, 2020

Issues to Consider in a Client Discovery Meeting

Issues to Consider in a Client Discovery Meeting Download Your initial experience with us is very important and begins with the Discovery Meeting.  The Discovery Meeting will set the stage for what you can expect from us in the future.  Our data collection and structured interview process is all about […]