| CFO* | AAA | AA | A |
Strategic Meetings | Semi-Annual | Semi-Annual | Annual | Annual |
Investment & Wealth Management | • | • | • | • |
Debt & Risk Management | • | • | • | • |
Income & Tax Planning | • | • | • |
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Estate & Legacy Planning | • | • |
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Tactical Meetings | Quarterly | Semi-Annual | Annual | Annual |
Investment Review | • | • | • | • |
Savings Strategy Review | • | • | • | • |
Insurance Review | • | • | • | • |
Estate Document Review | • | • |
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Gifting Strategy Review | • | • |
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Additional Planning Meetings | As Needed | As Needed | As Needed | As Needed |
7 Baby Steps Coaching | • | • | • | • |
eMoney and Vault Access | • | • | • | • |
Large Purchase or Lifestyle Change Solutions | • | • | • | • |
Healthcare/Medicare Planning | • | • | • | • |
Employer Benefits Optimization | • | • | • |
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Scholarship, Grant & Aid Solutions | • | • | • |
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CFO Binder | • | • |
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Family Legacy Education Series | • | • |
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Multigenerational Family Retreat | • |
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Monthly Cash Flow Analysis | • |
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Monthly Balance & Net Worth Statement | • |
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