Aligned Planning Calendar
Your life is dynamic. We believe your planning should be, too.
Our clients have monthly Aligned engagements, each focusing on a key piece to the financial life. Annually, we review the plan in its entirety to ensure the sum of the parts are aligned with the whole.
*Review our planning calendar or click on a month for more information.
January
Accounts Aligned
Helps ensure that our clients are placing their assets into the optimal account types and in the right order.
February
Living Aligned
Money is a resource to live the life you want. We want to ensure our clients are living that now, not just tomorrow.
March
Cash Flow Aligned
Indicates how much of a person’s income is being spent, put away for future expenses, and for emergencies.
April
Independence Aligned
Estimates number of years a person could live on current assets and tracks progress to financial independence.
May
Debt Aligned
Reviews the debt a person has and indicates whether they are servicing too much or too little debt.
June
Estate Aligned
Reviews the status of the client’s estate and checks if updates or modifications are necessary.
July
Net worth Aligned
Reviews the client’s total net worth and indicates level of progress in relation to this key metric.
August
Plan Aligned
Reviews the entire financial plan to ensure each micro piece is aligned with the macro picture.
September
Invest Aligned
Helps ensure that the client is invested appropriately in relation to their risk, goals, and time horizon.
November
Tax Aligned
Reviews the client’s anticipated tax obligation and indicates if tax liability could be reduced via planning.
December
Liquidity Aligned
Reviews the client’s emergency fund and indicates any opportunities for increased or reduced liquidity.