New Goals & Opportunities
Kick off your new financial year with a thorough analysis of your financial data. While we pour through all your data in detail, noting strengths, weaknesses, and opportunities; it’s time for you to think about what you’d like to accomplish this year, and how you hope your financial resources will help you get there.
A lot can happen in the course of one year. And it usually does. Our priorities may shift…our goals evolve. Because life isn’t static, your finances aren’t either.
That’s why an annual review is so important. It’s a time to get together and look back at what happened in the past year. Evaluate how it could affect your future. Then make adjustments to keep you on track to achieve your goals.
We’ll ask the key questions about your personal finances that need to be answered each year. We start with how your investments are performing and compare your portfolio’s performance against market benchmarks. Does your asset allocation meet your current investment needs and preferences? We’ll review your will and estate plan and note any items you may want to discuss with your personal attorney, especially if family changes have taken place in the past year.
- Has your tax rate changed?
- How well are you managing your personal debt?
- Does your personal retirement plan still reflect your priorities?
- Have your insurance needs or beneficiary designations changed?
Your annual review is a yearly financial “check up” that can give you a 360 degree picture…of you. We’ll answer the questions about where you are today … so you can stay on track towards where you want to be tomorrow.