FINANCIAL
PRE-FLIGHT
CHECKLIST

Investment Planning

Review of Portfolio
Asset Allocation
Time Horizon Planning
Withdrawal Strategies
Account Aggregation
Monitoring of Outside Accounts
Investment Policy Statements
Stock Concentration

Retirement Planning

Review of your Plan
Retirement Goal Setting & Bucket List Items
Social Security Analysis
Cash Flow Analysis
IRA Contributions  & ROTH Conversions
Evaluate Retirement Plans
Annuities & Pensions
RMD’s & Withdrawal Strategies

Plan Enhancement

Self- Directed Brokerage Account
Access to personalized advice
Ongoing guidance

Cash Flow & Budget

Reviewing Goals, Expenses & Budgeting
Determine Income Sources
Debt Management
Strategize One-Time Expenses
Planned Large Expenses
Emergency Funding
Dollar Cost Averaging
Lines of Credit

Insurance Planning

Annual Review of Existing Policy
Life Insurance Needs Policy
Long-Term Care Insurance Analysis
Medicare Advice
Liability Coverage

Tax Planning

Tax Sensitive Investing
Review of Cost-Basis
Review Realized Gains
Carry Forward Losses
Tax Loss Harvesting
Potential ROTH

Family Planning

Gifting
College Planning
Caring for Elderly
IRA’s for Children
UGMA/UTMA

Estate Planning

Inspect Estate Plan
Minimize Estate Taxes
Irrevocable Life Insurance Trusts
Review Charitable Giving
Trust Evaluation

In addition to our services listed above, we also:

  • Coordinate with other advisors such as your attorneys and accountants
  • Investor Coaching
  • Hold regular meetings and ensure that all planning is well coordinated and implemented
  • Maintain copies of documents such as insurance policies and estate planning
  • Ensure that your financial plan is on track to help guide you on your journey toward well-being and prosperity

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