Review
Review
NWA Financial Planning Service Calendar
Quarter 1 Review
March/April
• Tax return review
• Cash flow checkup
• Investment performance
Quarter 2 Review
June/July
• Estate plan review & beneficiary update
• Investment performance
Quarter 4 Review
December/January
• Year-end tax planning
• New year goals
• Update plan
• New allocations
Quarter 3 Review
September/October
• Insurance review
• Year-end planning
• Investment performance