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Sample Client Service Calendar

Tailoring Your Journey

In addition to periodic in person or Zoom review meetings, investment monitoring and reports, online access to your financial plan and investment accounts, and our regular newsletter and updates, we help our planning clients focus on various aspects of their financial life based on their life-stage throughout the year. Here is a sample client service calendar for clients with more than 10 years to go until retirement with areas to review and discuss as appropriate during the next review meeting.

January / February

Start The Year
On The Right Foot

*Click on the "What issues" link above to see one of our sample client service checklists

March / April

Taxes, Cash Flow

  • As someone who is still working, what issues should I consider when reviewing my tax return?
  • What issues should I consider when reviewing cash flow

May / June

Beneficiary Review,
Estate Planning

  • What issues should I consider when reviewing my beneficiaries?
  • What issues should I consider before I update my estate plan?
  • What issues should I consider when reviewing my estate planning documents

July / August

Investment Review,
Goal Setting

  • What issues should I consider when reviewing my investments?
  • Master List of Goals

September / October

Employee Benefit Review,
Insurance Review

  • What issues should I consider with my employer provided benefits?
  • What issues should I consider when reviewing my health and life insurance policies?

November / December

End of Year Planning,
Capital Loss Planning

  • What issues should I consider before the end of the year?
  • What issues should I consider when harvesting capital losses?

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