Ongoing Consulting Service Calendar
for Self-Employed & Single Memeber LLCs
Ongoing
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Monthly Newsletter
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Priority to Email Inbox
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Planning for Life Changes
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Major Purchase Planning
January
Annual Review Meetings
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Update Goals & Objectives
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Update Capital Market Assumptions
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Q4 Estimated Tax Payment (Due Jan. 15th)
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Quarterly Income Projection
February
Annual Review Meetings
CPA Meeting (If needed)
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Capital Gains Tax Reporting & 1099-R
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Update Financial Statements
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Update Retirement Projections
March
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SEP IRA & Solo 401k Deferral Review
April
Quarterly Progress Meetings
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Review Credit Score
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Review Student Loan Paydown
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Review Credit Card Rewards, & Check for Better Points
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Q1 Estimated Tax Payment (Due Apr. 15th)
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Quarterly Income Projection
May
Quarterly Progress Meetings
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Review W4 & 1099
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Update Tax Witholdings
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Update College Planning Projections & Assumptions
June
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Q2 Estimated Tax Payment (Due June 15th)
July
Quarterly Progress Meetings
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Annual Account Rebalance (If Needed)
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529, 401(k), & Other Held Away Account Rebalance
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Quarterly Income Projection
August
Quarterly Progress Meetings
Lawyer Meeting (If Needed)
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Estate Plan Review
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Review Will & Trusts
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Review Beneficiaries & Account Designations
September
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Review Credit Score
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Review Mortgage Paydown & Refinancing Opportunities
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Review Credit Cards
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Credit Balance Transfer Opportunities
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Q3 Estimated Tax Payment (Due Sept. 15th)
October
Year-End Progress Meetings
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Open Enrollment & Health Insurance Review
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FAFSA Student Aid Deadline
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Quarterly Income Projection
November
Year-End Progress Meetings
Insurance Agent Meeting
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Individual Life & Disability Insurance Review
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Employee Benefits Review (Life & Disability)
December
CPA Meeting (If Needed)
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Tax Credits & Deduction Opportunities
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Charitable Gifting Strategies (Cash, Stock, or Payroll)
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Roth Conversion & Rollover Opportunities
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Inherited IRA Distributions
Getting Started
1. Schedule a Consultation
Schedule a 30-minute initial consultation. In that meeting, we'll discuss what you’re looking for in a financial advisor, what it’s like to work with Voyage, and answer any questions about our planning and investment approach.
2. Initial Consultation
No preparation is required. We'll get to know each other and understand your priorities. If it seems like a good fit, I’ll recommend a complimentary “Get Organized” meeting to clarify your goals and priorities.
3. "Get Organized"
Before I offer any recommendations, we'll map out your entire financial picture in one secure client portal. You'll also gain access to Voyage's library of resources.