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