→ Collaborative Approach
→Regular Meetings
→ Holistic Planning

→ Portfolio Review and Rebalancing
→ Goals and Values Based Investing
→ Outside Account Review (work plan, 529, HSA, etc.)

→ Current Assets / Liabilities
→ Debt Reduction Strategy
→ Future Assets / Liabilities

→ Donor Advised Fund (DAF)
→ Charitable Gifting Strategies

→ Qualified Charitable Distributions (QCDs)

→ Saving Goals
→ Detailed Future Cash Flow Projection
→ Asset Allocation Plan
→ Education Planning

→Income Needs Analysis
→Social Security Benefit Analysis
→Cash Flow Strategy
→Required Minimum Distributions (RMDs)

→ Annual Tax Return Review
→Roth Conversion Strategy
→Tax Mitigation Strategies

→ Life
→ Long-Term Care
→ Health / Medicare
→ Disability

→Family Values
→Review Wills, Trusts, Powers of Attorney
→Business Succession Plan