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
- Cash Flow and Budget Review
- 401k and IRA Contribution Check-in
- Annual Insurance needs discussion, including Long-term Care
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)