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Holistic Client Service Calendar

Client Service Calendar

Active financial planning clients may benefit from having a more active approach towards building a better financial future.  Below is the service provided towards working on your best interest and bringing a holistic approach to being impactful on your overall financial well-being.


Meetings & Services Schedule


Unlimited

  • Client Consultations as Needed
  • Personal Wealth Dashboard

Monthly 

  • Weekly Financial Insights 
  • Monthly Financial Insights
  • Monthly Investment Monitoring
  • Monthly Financial Goal Tracking
  • Educational Resources

Quarterly

  • (3) Hourly Client Planning Meetings (Feb |June |Oct)
  • Investment Performance Discussion
  • Tax Planning
  • Financial Benchmarking
  • Household Asset Allocation
  • Quarterly Financial Insights
  • Alternating Goal Discussion i.e. Mortgage |College |Debt
  • Seasonal Wealth Magazine 

Annual

  • New Year Financial Goals Planning
  • Mid-Year Financial Goals Check-in
  • Cash Flow & Balance Sheet Review
  • Investment Risk Profile Assessment
  • Estate Planning Review
  • Promotion, Income Raise Review
  • Risk Protection Review
  • Insurance & Benefits Review
  • Mortgage Reduction Review
  • Charitable Giving Strategy
  • Retirement Income Planning



Let’s Work Together!

Michelle Gordon, CETF

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