Sample

Financial planning schedule

First Quarter

Second Quarter

Third Quarter

Fourth Quarter

TOPICS

  • Income and Expense Update

  • Net Worth Review

  • Review Life Changes

  • Tax Review

TOPICS

  • Financial Plan Document Review

  • Retirement Plan Update

  • Portfolio Rebalancing

  • Other Goals Review

TOPICS

  • Protection Review

  • Estate Plan Review

  • Beneficiary Review


TOPICS

  • Investment performance review

  • Employee Benefits Review

  • Year-end Tax Planning


ACTIVITIES

  • Update Cash Flow Worksheet

  • Update Net Worth Statement

  • Life Changes Discussion

  • Tax Prep

ACTIVITIES

  • Tax Filing

  • Implement Savings Changes

  • Discuss and Recommend Investment Changes

  • Review P&C Coverages

ACTIVITIES

  • Review Insurance Policy, Coverage and Funding

  • Update Coverage and Funding as Needed

  • Estate & Beneficiary update

ACTIVITIES

  • Recommend Appropriate Benefit Option

  • Review Planning Agreement, Fees and Meetings

  • Discuss Necessary Steps to Harvest Losses/Gains


This is a hypothetical timeline for illustrative purposes. Actual timeline will vary depending on client availability.