QUARTERLY FINANCIAL PLAN
Are you planning for your financial future every quarter?
Call our team today to get started in planning for your financial future. With quarterly checkpoints and a team that cares about your success, Precision Wealth is the right choice for you! Plan, invest and live your life with a purpose.
Quarter 1: Leveraging Learnings From Past Performance
January, February & March Planning
Ensure your financial plan is on track with a mid-year assessment. When meeting with the Precision Wealth team we will address the following questions and make any adjustments to ensure your financial strategy still fits your goals.
- Are we on track to meet financial goals?
- Is everyone on the same page for the strategic plan?
- What specific tactics need to be scheduled?
- Have recent events caused the need for changes in your financial plan?
Quarter 2: Mid-Year Assessment & Adjustment
April, May & June Planning
Ensure your financial plan is on track with a mid-year assessment. When meeting with the Precision Wealth team we will address the following questions and make any adjustments to ensure your financial strategy still fits your goals. Are we on track to meet financial goals?
- Is everyone on the same page for the strategic plan?
- What specific tactics need to be scheduled?
- Have recent events caused the need for changes in your financial plan?
We understand unexpected events may occur. With our mid-year assessment, you won’t have to worry about your financial plan falling short if costly events occur.
Quarter 3: Action Items to Address Before Year’s End
July, August & September Planning
During the third quarter, it’s important to begin looking at what you have accomplished and any additional steps that need to be taken to ensure your goals are met before the end of the year. If you are not on track with your financial plan we can always revise it to better fit your needs. With constant communication and reflection, you will be set up to accomplish your financial goals!
- How have your accomplishments matched up to the designed plan?
- Are revisions needed to ensure you meet your financial goals?
- What do you still need to accomplish before the end of the year?
Quarter 4: Identifying Urgent Needs & Tax Strategies
October, November & December Planning
The year is coming to an end, but that doesn’t mean you should forget about your financial goals. During the last quarter, glance over your financial plan and make sure you have the ability to accomplish your yearly financial goals. Let the Precision team help you put tax strategies in place and plan your financial resolutions for the upcoming year!
- Are you on track to accomplish your goals by the end of the year?
- Do you have tax strategies in place to ensure you finish the year strong?
- Have you begun thinking about how you could improve your plan in the next year?
