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Our sample annual client service calendar.

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January

Annual Performance Report/Review

Capital Gains Tax Reporting Summary

Internal Portfolio Review & Rebalancing Analysis

February

Update Financial Planning Projections

Internal Investment Committee Meeting

March

Retirement Plan/IRA Contribution Check-in

Quarterly Newsletter

April

Check-in on Ongoing Financial Planning Tasks

Prior Quarter Performance Report

Internal Portfolio Review & Rebalancing Analysis

May

Internal Portfolio Review & Rebalancing Analysis

Internal Investment Committee Meeting

Educational Event on Investments

June

Annual Insurance Review

Quarterly Newsletter

July

Mid-year Cash Flow Check-in & Debt Review

Prior Quarter Performance Review

Internal Portfolio REview & Rebalancing Analysis

Annual Client Appreciation Event

August

Check-in on Ongoing Financial Planning Tasks

Internal Investment Committee Meeting

September

401(k) Eletion Review

Quarterly Newsletter

October

Business Plan Review

Prior Quarter Performance Report

Internal Portfolio Review & Rebalancing Analysis

Annual Client Appreciation Event

November

End-of-year Tax Planning Meeting

Internal Investment Committee Meeting

December

Estate Plan Review

Quarterly Newsletter

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Here at NaviPath Financial, we seek to serve each and every client as an individual who matters. Contact us today!