Financial Planning

- Net Worth Analysis
- Cash Flow Analysis:
Inflows/Outflows/Discretionary
- Cash Reserve Analysis
- Tax Analysis: Marginal Rate
- Estate: Essentials Inventory

Asset Management

- Portfolio X-Ray
- Portfolio Risk Assessment

Service

- Annual Review

Benefits

- Tempus Tidings
- Annual Appreciate Event Invite
- Personal Financial Website & Digital Vault

Financial Planning

- Net Worth: Debt Management
- Cash Flow: Multi-Year
Personal Risk Assessment
- Cash Reserve: Optimization and Alignment
- Risk Management: Survivorship, Income Replacement
- Retirement Readiness
- Tax Analysis: Effective Rate, Required Minimum Distributions - Estate: Essentials Review

Asset Management

- Personal Risk Tolerance Assessment
- Optimization and Alignment
- Active Management
Tempus/Non-Tempus Accounts

Service

- Six Month Progress Review
- Tempus Tracker

Benefits

- Social Event Invites
- Tempus Account Online Access

Financial Planning

- Net Worth: Debt and Equity Optimization
- Cash Flow: Advanced Monthly Budgeting
- Cash Reserve: Ladders/Banking
- Risk Management: Pac Review/Health Care/Elder Care
- Employer Benefits
- Retirement: Stock Options and Withdrawal Optimization
- Major Purchase: Rental/Vacation 2nd Home
- Education: 529 Plan Optimization
- Tax: Optimization and Bracket Maximization
- Estate: Guardianship/Special Needs/Legacy/Gifting

Asset Management

- Advanced Active Management
- Income Distribution
- Monthly Email Updates

Service

- Quarterly Review
- Monthly Update and Accountability Call

Benefits

- Tempus Organizer
- Private Event Invites