Goal Tracking

JANUARY - APRIL

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In our first meeting of the year, we will help you reaffirm your priorities and measure progress toward your goals. This discussion may cover:

  • Review and update of your goals

  • Net worth and cash flow

  • Saving and investment strategies

    • Is your lifestyle sustainable based on your savings amount?

    • Are you saving to appropriate types of accounts to maximize tax benefits and investment opportunities?

    • Is the investment risk in your portfolio suitable for your goals, time horizon, and risk tolerance?

  • Stress tests to prepare for major economic disruptions

  • Strategies to enhance your gifting to family, friends and charity