The first few months of our journey together is really focused on getting a better grasp on your cash flow and working towards identifying your goals. Once our initial work has been completed, this maintenance schedule aims to keep you accountable in the long-term, while also keeping our Team as up-to-date as possible on the important things going on in your life. Once your DesignWealth Strategy is in place, we would like to meet with you every 6 months to check in on your goals, review your DesignWealth worksheets, and catch up on any changes that may affect your financial planning. These meetings can take place over video conference or in-person and rotate between important topics like estate planning, tax returns, and insurance reviews.
Please keep in mind that in between these maintenance meetings, you are encouraged to reach out to one of us with any questions or concerns you have – this calendar simply outlines our commitment to keep all of us accountable once your Strategy is completed. Here’s a link to the calendar in PDF form.
- Year 1 (January – June)
- Goal Update
- MYC Review
- Estate Plan Review
- Tax Return Review
- Year 1 (July – December)
- Goal Progress Check
- Investment Review (KYC)
- DWS Review
- Tax Projection
- Year 2 (January – June)
- Goal Update
- MYC Review
- Beneficiary Review
- Tax Return Review
- Year 2 (July – December)
- Goal Progress Check
- Insurance Review
- DWS Review
- Investment Review (KYC)
- Tax Projection