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- Student loan review
- Retirement plan / 401k review
- Budget analysis
- Inheritance plan
- Education fund establishment for young children
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- Optimize savings and retirement contributions
- Review former employer plans for rollover strategy
- Discuss tax and trust advantages
- Conduct insurance review
- Understand employer stock option choices
- Plan for healthcare costs
- Facilitate communication through family wealth meeting
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- Social Security review
- Implement retirement plan rollover strategy
- Discuss Family legacy planning
- Consolidate accounts for more effective planning and risk management
- Retirement spending - budgeting
- Review tax and trust strategies
- Philanthropic endeavors
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- Portfolio analysis
- Risk analysis – Rebalance discussion
- Debt management
- Cash flow and liquidity
- Annual beneficiary assignments, update
- Estate plan review
