What are Prosperity Planning Sessions?
Prosperity Planning Sessions are twice-yearly progress check-ups focused on your dreams and the path to best achieve them. These sessions are used to revisit your financial roadmap, and to assess any changes or adjustments that may be necessary to keep us on track. The two sessions are summarized as follows:
Spring Prosperity Planning Session
- Monthly Expenses and Goals Review
- Cash Flow and Contribution/Distribution Check-in
- What If Scenario Planning
- Annual Risk Assessment
- Review and Rebalance Investments
- Insurance Needs Analysis
Fall Prosperity Planning
Session
- Financial and Investment Plan Update
- Beneficiary/Key Contacts Review
- Estate Plan Analysis
- Tax-loss Harvesting and other Tax Strategies
- Maximizing Contributions (if applicable)
- Determining Distributions (if applicable)