We Map Your Goals to Scheduled Checkpoints
Once we uncover your deepest values and highest priorities, we map critical checkpoints along your unique Financial Road Map® to help you stay on track to meet your goals.
At scheduled intervals, Kim will review every aspect of your road map and meet with you in person to review your progress and make any changes necessary to maintain your course.
All insurance policies will be evaluated whenever there are changes in your financial situation that could affect your insurance needs. Kim will review each policy to make sure that you have the right types of insurance, for the right amounts and at the right prices.
Income Tax Planning
During the last two months of each year, Kim will do a pre-assessment of your income taxes to seek ways to reduce their impact and make sure there are no “surprises” come next tax session.
Once every five years, Kim will analyze and update your estate plan to find ways to: