|
| Kickoff Meeting | ✔ | ✔ | ✔ |
| Onboarding | ✔ | ✔ | ✔ |
| Decision Center ‘What If” Strategy Session | ✔ | ✔ | ✔ |
| Plan Delivery Meeting | ✔ | ✔ | ✔ |
| Annual Plan Update & Delivery | ✔ | ✔ | ✔ |
| Strategy Sessions | 1 | 4 | 2 |
| Email Support | ✔ | ✔ | ✔ |
| Phone Support | ✔ | ✔ | ✔ |
| Educational Events | ✔ | ✔ | ✔ |
| Personal Financial Dashboard | ✔ | ✔ | ✔ |
| Tax Preparation Referral | ✔ | ✔ | ✔ |
| CPA Coordination | | ✔ | ✔ |
| Goal Setting and Funding | ✔ | ✔ | ✔ |
| Financial Model | ✔ | ✔ | ✔ |
| Written Plan with Action Items | ✔ | ✔ | ✔ |
| Goal Tracking & Prioritization | | ✔ | ✔ |
|
| Income and Expense Analysis | ✔ | ✔ | ✔ |
| Cash Flow Optimization Modeling | ✔ | ✔ | ✔ |
| Spending Plan Recommendations | | ✔ | ✔ |
| Major Purchases Recommendations | | ✔ | ✔ |
|
| Detailed Risk Profile Assessment | ✔ | ✔ | ✔ |
| Detailed Portfolio Risk Assessment | ✔ | ✔ | ✔ |
| Portfolio Analysis and Recommendations | ✔ | ✔ | ✔ |
| Ongoing Portfolio Management | ✔ | ✔ | ✔ |
|
| Debt Paydown Strategy | | ✔ | ✔ |
| Debt Refinancing Strategy | | ✔ | ✔ |
|
| Home Purchase Affordability Analysis | ✔ | ✔ | ✔ |
| Keep vs. Sell Analysis | | ✔ | ✔ |
| Mortgage Analysis | ✔ | ✔ | ✔ |
| Property Analysis | | ✔ | ✔ |
| Real Estate Diversification | | ✔ | ✔ |
| Rental Property Cash Flow Analysis | | ✔ | |
|
| Income Needs Analysis | ✔ | ✔ | ✔ |
| Distribution Strategy | | ✔ | ✔ |
| Projections and Simulations | | ✔ | ✔ |
| Retirement Accounts Consolidation | ✔ | ✔ | ✔ |
|
| Investment Accounts Tax Optimization | ✔ | ✔ | ✔ |
| Tax Loss Harvesting | | ✔ | ✔ |
| Tax Projections & Analysis | | ✔ | ✔ |
| Review of Prior Tax Return | | ✔ | ✔ |
| Backdoor & Mega Backdoor Roth Conversion | | ✔ | ✔ |
|
| RSU / RSA Strategy | | ✔ | |
| ESPP Strategy | | ✔ | |
| NSO and ISOs Exercise Projections | | ✔ | |
| Equity Tax Projections | | ✔ | |
| Tender Offer Evaluation | | ✔ | |
|
| Education Funding Strategy | ✔ | ✔ | ✔ |
| In-State vs. Out-of-State College Analysis | | ✔ | |
| Private vs. Public College Analysis | | ✔ | |
| Private K-12 Cost Planning | | ✔ | |
|
| Evaluation of Existing Estate Plan | ✔ | ✔ | ✔ |
| Reviewing Beneficiary Designations | ✔ | ✔ | ✔ |
| Estate Plan Creation (Coordinate with Legal Team for Full documents) | ✔ | ✔ | ✔ |
| Last Will & Testament Creation | ✔ | ✔ | ✔ |
| Power of Attorney & Medical Directive | ✔ | ✔ | ✔ |
|
| Employee Benefits Analysis | ✔ | ✔ | ✔ |
| Life Insurance Review and Analysis | ✔ | ✔ | ✔ |
| Property and Casualty Insurance Review | | ✔ | ✔ |
| Disability Insurance Planning | | ✔ | ✔ |
| Long-Term Care Planning | | ✔ | ✔ |
