Whoa, this seems rigid. Will I have homework every month?
Don’t worry! You won’t have assignments every month.
We will reach out for documents and input from you throughout the year to make sure we can keep doing a good job for you. Admittedly, you’ll experience more “heavy-lifting” in the first year or two as we tackle bigger task items and build a foundation together.
Once we’re settled in, much of what’s pictured above happens in the background. We’ll send updates and subject area reviews to you along the way. By then, we know how you like to be engaged and how best to serve you in a way that fits with your lifestyle.
We’ll wave our arms if we need more collaboration in order to keep doing a great job for you.
How does this general calendar change for each client's situation?
Everyone’s needs and circumstances are different. We’ll adapt our annual plan and how we support you to fit the factors of your life. For instance:
- Individuals and couples now living on their life’s savings have different cash flow and tax items to consider than those in early accumulation.
- Business owners have tasks, challenges and opportunities that differ from those of W-2 employees.
- Those with employee stock have investment and tax decisions to make that don’t apply to everyone.
Our initial conversations and action steps together help us understand what your service calendar might look like. That learning process informs service evolution as we journey on together.
Can you only meet with us during the meeting months listed above?
No way! In fact, we want you to reach out to us with all your financial questions and concerns as they arise.
Our goal is to help you stay busy living with financial peace of mind. We can only be successful on that front if we know what’s on your mind (or keeping you up at night). Keep us in the loop.
If we aren’t hearing from you, you’ll know we’re keeping an eye on things throughout the year. We do expect to meet and catch up on life at least once a year.
This service calendar helps you understand what we’re generally working on when we don’t hear from you. Whenever life events, challenges and opportunities occur, we’re ready to dive into any areas impacted with you at any time.