Broker Check

Planning "Lite"

Planning Focus

  • Risk Tolerance & Capacity
  • Asset Allocation & Location
  • Budgeting and Saving Strategies
  • Risk Mitigation
  • Progress Towards Goals

Average Cost:  $1,000 - $1,500

Investment Planning

Investment Planning

  • Nitrogen Risk Tolerance and Risk Capacity Assessment
  • Review of Portfolio
  • Asset Allocation
  • Time Horizon
  • Investment Policy Statement
  • Dollar Cost Averaging
  • Product Research
  • Rebalancing Strategies
Cash Flow and Budget

Cash Flow and Budget

  • Income Sources
  • Expenses and Budgeting
  • Financing Strategies
  • Major Capital Purchases
  • Emergency Funding
Retirement Planning

Retirement Planning

  • Retirement Needs Analysis
  • Retirement Funding Solutions
  • Identifying Income in Retirement
  • Employer-Sponsored Plans and IRAs
  • Contribution Limits Planning
  • Rollover Options
  • Annuities and Pensions
  • Employer Plans vs. Self-Directed Plans
  • Accumulation and Basic Distribution Strategies
  • Retirement Plan Stress Testing
Risk Management and Insurance

Risk Management and Insurance

  • Risk Exposure Analysis
  • Review of Existing Policies
  • Education on Types of Insurance
  • Survivorship Income Planning
  • Life Insurance Planning
  • Disability Income Needs
  • Long-Term Care Strategies
  • Health Insurance
  • Property & Casualty Insurance
Estate Planning and Charitable Giving

Estate Planning and Charitable Giving

  • Guidance on Ownership and Titling of Assets
  • Beneficiary Audit and Designation Planning
Ongoing Financial Planning

Ongoing Financial Planning

  • Account Aggregation Maintenance
  • Updated Investment and Plan Assumptions
  • Annual Financial Plan Updates
  • Life Event Updates
  • Client Progress Reporting
  • Financial Document Storage and Organization
  • Updating Tasks, Client Notes and Next Steps
  • Implementation of Plan Strategy
  • Education of Financial Concepts

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