Service Matrix


CFO*

AAA

AA

A

Strategic Meetings

Semi-Annual

Semi-Annual

Annual

Annual

Investment & Wealth Management

Debt & Risk Management

Income & Tax Planning


Estate & Legacy Planning



Tactical Meetings

Quarterly

Semi-Annual

Annual

Annual

Investment Review

Savings Strategy Review

Insurance Review

Estate Document Review



Gifting Strategy Review



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


Scholarship, Grant & Aid Solutions


CFO Binder



Family Legacy Education Series



Multigenerational Family Retreat




Monthly Cash Flow Analysis




Monthly Balance & Net Worth Statement





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