Mon - Fri : 9am-5pm

Financial Planning Checklist

Financial Planning
 Exploring life goals and objectives
 Projecting cash flows
 Developing budgets
 Calculating expected education expenses
 Recommending optimal education funding strategy
 Providing eMoney online Client Portal with account aggregation

Retirement Planning
 Balancing spending and saving
 Calculating portfolio needed at retirement
 Developing savings plans to fund retirement portfolio
 Developing withdrawal strategies to provide required income with minimal risk
 Creating rollover strategies Investment Management
 Evaluating risk tolerance and risk capacity
 Portfolio diversification and risk management
 Custom portfolio management
 Making recommendations for investments in
employer retirement plan accounts
 Tax-efficient investment

Income Tax Planning
 Analyzing optimal asset location strategies
 Coordinating planning with your CPA
 Tax loss harvesting or tax loss realization
 Managing Stock Options

Family Wealth Planning
 Successful transition of family wealth and values
 Organize family meetings

Estate Planning
 Review your estate documents
 Assessing options for providing for different family members in blended families
 Provide tax-efficient estate planning
 Work with your attorney
 Develop strategies for tax-efficient charitable giving

Post-Retirement Living
 Calculating optimal Social Security claiming strategy
 Covering long-term care insurance expenses
 Medicare assessment
 Life intention planning

Insurance Planning & Risk Management
 Determining life insurance needs
 Evaluating existing policies
 Applying for new insurance
 Evaluating disability insurance needs
 Reviewing liability insurance
 Developing long-term care insurance strategies
 Appraising property and casualty insurance

Corporate Consulting
 Retirement plan consulting
 Tax deferred compensation
 Employee education
 Succession planning
 Buy-Sell funding
 Business exit planning