120 Day Review

120 Day Review

Once your unique plan is set into motion, a 120-day review is recommended. It is our philosophy that the first year in any relationship is critical and that communication is crucial to success. This meeting is meant to catch pertinent information that may have been missed during the first set of meetings, and determine if any assets have been missed or not titled correctly to date.

CONFIRM

• Review Investments and Allocation - Adjust if Necessary
• Confirm Cost Basis, Gains and Losses for tax reporting
• Review all Financial Statements
• Ensure Client Understands Statements
• Verify Title Transfer of Trust Assets (as needed)
  
• Re-establish Balance Sheets
• Finalize Plan and set Baseline for Future Actions.

PURPOSE OF THE MEETING

Ensure that all expectations are met, clients understand direction of their plan and they can interpret their statements.