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High-Touch Client Service Calendar

Empowering Your Wealth Service Calendar

Holistic financial planning and investment management provides clients with a more proactive approach towards managing their overall financial well-being.



Quarterly Investment Review

Evaluate 4th quarter performance. Opportunity to adjust or align to life changes.  Winter tax planning. For tax-managed investments, includes quarterly Estimated Tax Savings Report.


New Year Planning Session

Start the year with a focus on your new financial and cash flow goals. Evaluate overall financial health vitals, investment alignment, and more. 


Quarterly Investment Review

Evaluate 1st quarter performance. Opportunity to adjust or align to life changes. Spring tax planning. For tax-managed investments, includes quarterly Estimated Tax Savings Report.


Spring Planning Session

As tax season settles down, we focus on your specific life goals i.e. retirement, college funding, mortgage reduction, etc. Evaluate changes to your 'what-if' scenarios with review of your Estate Snapshot. Monitor your mid-year progress and make adjustments accordingly, i.e. new promotion, or salary increase, etc. 


Quarterly Investment Review

Evaluate 2nd quarter performance. Opportunity to adjust or align to life changes.  Summer tax planning. For tax-managed investments, includes quarterly Estimated Tax Savings Report.


Fall Planning Session

Kicking the fall and back-to-school season into high gear, we focus on your overall risk protection, such as life, health, and disability in preparation for your open enrollment season. Evaluate your tax-smart charitable giving strategy. 


Quarterly Investment Review

Evaluate 3rd quarter performance. Opportunity to adjust or align to life changes.  Fall tax planning including year-end tax strategies, remaining RMD distributions, or college 529 contributions. For tax-managed investments, includes quarterly Estimated Tax Savings Report. 


Year-end Session (as needed)

Available to clients with last-minute year-end financial planning or investment needs.




Empowering Financial Confidence

Monthly financial Health Vitals Check-ins



As we work together your financial plan will need regular course corrections to keep you on the right track.

That's why each month we assess your overall financial health using the Elements scorecard and also focus in on one Element for which we collect updated data and do a deeper analysis.

Finally, we deliver beautifully designed, easy-to-follow reports that feature your very latest stats, scores, and any new recommendations for improving your plan.

This methodical approach to keeping your data up-to-date and refreshing your financial plan will give you complete confidence in your progress and direction.



Let's Empower Your Wealth Together!

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Michelle Gordon, CETF

Founder & CEO


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