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Prosperity Planning Sessions

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

· Annual risk assessment

· Review and rebalance investment accounts

· Update retirement and college savings plans

· 401k and IRA contribution check in

· Annual insurance needs discussion, including long term care

Fall Prosperity Planning Session

· Revisit yearly goals and objectives 

· Review investment account performance

· Evaluate tax  strategies (including tax loss harvesting/Roth conversions )

· Distribution check in, including RMD and gifting

· Review Estate Plan