Client Service Calendar
Client Service Calendar
| January | February | March | April | May | June |
| Update Financial Planning Projections | Annual Plan Review & Calls | Check-In On Ongoing Financial Planning Tasks | |||
| Investment Team Portfolio Review | Investment Team Portfolio Review | Investment Team Portfolio Review | Investment Team Portfolio Review | Investment Team Portfolio Review | Investment Team Portfolio Review |
| Quarterly Reporting | Tax Reporting Summary | Quarterly Reporting | |||
| Monthly
Newsletter |
Monthly
Newsletter |
Monthly
Newsletter |
Monthly
Newsletter |
Monthly
Newsletter |
Monthly
Newsletter |
| Random Gift |
| July | August | September | October | November | December |
| Check-In On Ongoing Financial Planning Tasks | Mid Year Plan Review & Calls | Quarterly Reporting | End-Of-Year Tax Planning Analysis & Updates | ||
| Investment Team Portfolio Review | Investment Team Portfolio Review | Investment Team Portfolio Review | Investment Team Portfolio Review | Investment Team Portfolio Review | Investment Team Portfolio Review |
| Quarterly
Reporting |
Quarterly
Reporting |
Tax Loss Harvesting | |||
| Monthly
Newsletter |
Monthly
Newsletter |
Monthly
Newsletter |
Monthly
Newsletter |
Monthly
Newsletter |
Monthly
Newsletter |
| Holiday Pie | Holiday Gift |
| Legend: | Investments | Financial Planning | Reporting / Newsletter | Fun Things |