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Category:
Client Meetings & Client Service Calendar

Start Of The Year Planning Issues

What Issues Should I Consider At The Start Of The Year?

The start of the year is a great time for a financial check-up. In addition to reflecting back on the prior year, clients may be particularly motivated in January to consider making financial resolutions for the future. You are uniquely positioned to help clients review their circumstances and goals and to guide them toward impactful improvements.

To help frame your conversations with clients who are looking to make a fresh start this year, we have created this checklist. It covers fundamental considerations, including:

  • Personal issues
  • Cash flow issues
  • Asset and debt issues
  • Tax issues
  • Insurance issues
  • Legal issues

 

Click here for a client-facing email template.

This guide is a part of the Topic Bundle: Client Service Calendar.

Related Guides
Required Minimum Distribution (RMD) Issues
Category: Client Meetings & Client Service Calendar, Retirement/Decumulation
Tax Return Document Preparation
Category: Tax Planning, Client Meetings & Client Service Calendar

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— An advisor in Minnesota
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— William, an advisor In Massachusetts
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— Joshua, an advisor in Pennsylvania
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— Phillip, an advisor in North Carolina
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