10 Client Deliverables

 At 4th Quarter Financial Coach, our goal is to serve our clients by setting expectations of things you can count on.  It's our way of making sure you have your 'Game Plan'  in place:

  1. A focus on your values, goals, and dreams that leads to a Financial RoadmapTM.  We think every client deserves to have a gameplan quantified.
  2. Goal Tracking.  We draft a goal together with a number and date and followup to make sure we are monitoring that goal.
  3. Investment Advice and Asset Allocation Strategies.  Our goal is to help you make wise choices with your money.  You will hear from our office on a regular basis.
  4. Regularly Scheduled Annual Review.  Whether we are 'up' or 'down', we think you deserve to hear how you're doing in an annual client meeting.  Preferably this is face-to-face, but sometimes that isn't possible.  If not, we are happy to send out materials and do so in a phone appointment.
  5. Insurance and Risk Management Review.  We believe that everyone should review their life insurance needs and their long term care issues.  We believe you should buy the right kind and the right amount of insurance protection.  Protection is the key and it is imperative to make sure your plan is intact without risk loopholes.
  6. Estate Planning Review.  This is done with one of our attorneys that we've partnered with and reviewed every 5 years to insure that we avoid probate and potential estate taxes. 
  7. Referral to Tax Planning Partners.  Our goal is to ensure that you have appropriate tax advice (which we cannot render).
  8. Regular Newsletter.  The world is changing constantly and that is no less true of the world of investments.  We keep you up-to-date via regular communication via printed newsletter or email newsletter.
  9. Support to the Next Generation.  We would like to have your family involved in decision-making as you deem appropriate and are happy to schedule them in as well.  Just as important is the planning required for appropriate wealth transfer to your heirs.
  10. Charitable Planning.    We will provide the help you need in setting up a donor-advised fund or foundation in conjunction with your attorney to work in funding the appropriate vehicles for distribution to charities of your choice.