What are Prosperity Planning Sessions?
Prosperity Planning Sessions are twice-yearly progress check-ups focused on your dreams and the path to best achieve them. These sessions are used to revisit your financial roadmap, and to assess any changes or adjustments that may be necessary to keep us on track. The two sessions are summarized as follows:
Spring Prosperity Planning Session
Annual risk assessment
Review and rebalance investment accounts
Update retirement and college savings plans
Cash flow and budget review
401k and IRA contribution check in
Annual insurance needs discussion, including long term care