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Services

What we do

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Our service consists of financial planning and investment management. It can be hard to describe exactly what this means, which is why our “becoming a client” process is designed to “show” rather than “tell” you.

In order to properly cover these areas, we need to meet with you at least twice per year. This is typically in the Spring around tax season and sometime in the Fall. Sometimes we’ll need more meetings, and sometimes you’ll have things come up that can’t wait. This is normal and there is no “cap” on the amount of meetings we’ll have.

You can see by the recurring time nature in the table below* that financial planning is a process, not an event.

Reviewing an area doesn’t mean there will always be action. For example, accounts are analyzed for rebalancing opportunities weekly. We could go months before an actual rebalance is needed.

Systematically reviewing these areas makes it more likely your financial house stays in order, which should provide more confidence and less worry.

Client Service Calendar

Daily/Always Weekly Monthly Quarterly Semi Annually Annually Every 2 Years
  • Access to a CFP®
  • Access to account performance
  • Access to dynamic financial plan online
  • Monitor investment accounts for rebalancing opportunities
  • Account performance email
  • Client Memos
  • Fund due diligence (behind the scenes)
  • Rebalance held-away managed accounts
  • Planning Meetings
  • Identify beneficial tax strategies
  • Update retirement projections
  • Develop savings/withdrawal plan for next 12 months and affected accounts
  • Review asset allocation and Investment Policy Statement
  • Review asset class weightings
  • RMDs (Required Minimum Distributions)
  • Capital Gains/Loss Strategies
  • IRA contributions
  • Important ages
  • Estate Plan Review
  • Insurance Reviews

*The service calendar assumes you are an investment management and ongoing financial planning client. Your experience could differ based on several factors and is subject to change. This is not a contract but rather how Provision Financial Planning intends to fulfill the contract.

Learn More About Becoming a Client