Structured Financial Planning Process : Client Service ... Financial Plannin… · Report/Portfolio...
1
Monthly Newsletter Client Services Calendar Monthly Newsletter Monthly Newsletter Monthly Newsletter Monthly Newsletter Monthly Newsletter Monthly Newsletter Monthly Newsletter 401(k) Elections Review Capital Gains Tax Reporting Summary Update College & Retirement Projections Check-in On Ongoing Financial Planning Tasks (in person) Life Insurance Policy Review (toggle every other year) Disability and Long-Term Care Insurance Review Annual Performance Report/ Portfolio Review Life Planning Updates - marital, children, parents, real estate, job/business status updates IRA Contribution Check-In Outliving Money vs. Money Outliving You / Sequence of Returns Update Estate Planning Documents Review (toggle every other year) Medigap Insurance Review Annual Spending / Cash Flow & Debt Review Asset Titling & Beneficiary Designations Review Social Security and Pension Review Mid-Year Spending / Cash Flow & Debt Review Mortgage Rate / Refinance Review Personal Financial Planning Website Check-in Check-in On Ongoing Financial Planning Tasks (in person) End-of-Year Tax Planning Review, Roth Conversions Rebalance 401(k) & Investment Accounts Annual Client Appreciation Event Internal Portfolio Review & Rebalancing Analysis Monthly Newsletter Educational Webinar Onramp first. Starting point for planning is to do everything that is relevant and customized to YOU. Highway cruising second. Flexibility and customization built in. Check Annual Credit Score Internal Portfolio Review & Rebalancing Analysis Internal Portfolio Review & Rebalancing Analysis Internal Portfolio Review & Rebalancing Analysis Educational Event Internal Portfolio Review & Rebalancing Analysis Internal Portfolio Review & Rebalancing Analysis Monthly Newsletter Emergency Fund Review Auto, Homeowners, Umbrella, Insurance Review Credit Card Choices Student Loans Payment Strategy Salary Benchmarking Review Employee Benefits Review Internal Portfolio Review & Rebalancing Analysis Health Insurance Elections Internal Portfolio Review & Rebalancing Analysis Internal Portfolio Review & Rebalancing Analysis Internal Portfolio Review & Rebalancing Analysis Monthly Newsletter Internal Portfolio Review & Rebalancing Analysis Referral Partner Appreciation Event Required Minimum Distributions (RMDs) Monthly Newsletter
Transcript of Structured Financial Planning Process : Client Service ... Financial Plannin… · Report/Portfolio...
MonthlyNewsletter
Client Services Calendar
MonthlyNewsletter
MonthlyNewsletter
MonthlyNewsletter
MonthlyNewsletter
MonthlyNewsletter
MonthlyNewsletter
MonthlyNewsletter
401(k)Elections Review
Capital Gains TaxReporting Summary
Update College& RetirementProjections
Check-in OnOngoing FinancialPlanning Tasks(in person)
Life InsurancePolicy Review (toggle
every other year)
Disability andLong-Term CareInsurance Review
AnnualPerformance
Report/ PortfolioReview
Life Planning Updates -marital, children, parents,real estate, job/business
status updates
IRAContributionCheck-In
Outliving Money vs.Money Outliving You /Sequence of Returns
Update
Estate PlanningDocuments Review(toggle every other
year)
MedigapInsuranceReview
Annual Spending /Cash Flow & Debt
Review
Asset Titling &Beneficiary
Designations Review
Social Securityand Pension
Review
Mid-YearSpending / Cash
Flow & Debt Review
Mortgage Rate /RefinanceReview
Personal FinancialPlanning Website
Check-in
Check-in OnOngoing FinancialPlanning Tasks (in
person)
End-of-Year TaxPlanning Review,Roth Conversions
Rebalance 401(k)& InvestmentAccounts
Annual ClientAppreciation
Event
Internal PortfolioReview & Rebalancing
Analysis
MonthlyNewsletter
EducationalWebinar
Onramp first. Starting point for planning is to do everything that is relevant and customized to YOU.
Highway cruising second. Flexibility and customization built in.
Check AnnualCredit Score
Internal PortfolioReview &
Rebalancing Analysis
Internal PortfolioReview &
Rebalancing Analysis
Internal PortfolioReview & Rebalancing
Analysis
EducationalEvent
Internal PortfolioReview &
Rebalancing Analysis
Internal PortfolioReview &
Rebalancing AnalysisMonthly
Newsletter
Emergency FundReview
Auto, Homeowners,Umbrella, Insurance
Review
Credit CardChoices
Student LoansPaymentStrategy
SalaryBenchmarking
Review
EmployeeBenefits Review
Internal PortfolioReview & Rebalancing
Analysis
Health InsuranceElections
Internal PortfolioReview & Rebalancing
Analysis
Internal PortfolioReview & Rebalancing
Analysis
Internal PortfolioReview & Rebalancing
Analysis
MonthlyNewsletter
Internal PortfolioReview & Rebalancing
Analysis
Referral PartnerAppreciation
Event
Required MinimumDistributions
(RMDs)
MonthlyNewsletter
![[Diane Therese Putney] Airpower Advantage Plannin](https://static.fdocuments.in/doc/165x107/577cc3c01a28aba711970789/diane-therese-putney-airpower-advantage-plannin.jpg)
