Quarterly Review Schedule

Whether you’re an individual or a business we’ve got you covered with our comprehensive quarterly review schedule. 

JAN
FEB
MAR

Q1

Tax Strategies for the year
Cash flow
Family Meetings
APR
MAY
JUN

Q2

Investment Strategies
Funding Education
Balance sheet review
JUL
AUG
SEP

Q3

Estate Plan Review
Insurance/Protection Planning
OCT
NOV
DEC

Q4

Advisor Meeting
Tax Planning
Investments
JAN
FEB
MAR

Q1

Cash management
Debt management
Financial management
Risk Management
APR
MAY
JUN

Q2

Estate Plan Review
Personal Account Structure and Investments
Personal Insurance Review
JUL
AUG
SEP

Q3

Key employee compensation and incentives
Review Retirement Benefits
Review Other Employee Incentive Options
OCT
NOV
DEC

Q4

Advisor Meeting
Minimize Business Tax Liability
Review Entity Type, Value Business and Cost Basis

 Get in touch.

We would love to answer any questions you have about the process and philosophy behind our services