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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 fall session is summarized as follows:

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)