Financial Planning
- Wealth Management Website
- Income & Expense Projections
- Annual Savings / Spending Targets
- Alternative Cash Flow Scenarios
Investment Management
- Recommended Portfolio & Rebalancing
- 401k Investment Reviews and recommendations
- Performance Reporting for Charles Schwab accounts
Income Taxes
- Current Year Tax Projection with recommendations
- Current Year Tax return preparation
Estate Planning
- Review current estate planning documents and put together summary
- Recommend any changes to current documents
Review Meetings & Phone Calls
- Annual review meeting to discuss investment performance, spending, and taxes. Typically taxes place in the beginning of the year.
- Semi-Annual calls regarding spending and investment rebalances
- Semi-Annual calls to review the current year tax projection
Calls as needed for other circumstances
