Annual Service Calendar
FIRST QUARTER (Q1)
JANUARY
- Monthly Phone Session
- Values-Based Financial Planning Newsletter
FEBRUARY
- Monthly Phone Session
- Values-Based Financial Planning Newsletter
MARCH
- Quarterly Client Progress Session
- Values-Based Financial Planning Newsletter
- Potential Quarterly Portfolio Rebalancing
- IRA / Roth IRA Contributions Review
SECOND QUARTER (Q2)
APRIL
- Monthly Phone Session
- Values-Based Financial Planning Newsletter
- Collaboration with Accountant/CPA
MAY
- Monthly Phone Session
- Values-Based Financial Planning Newsletter
- Mortgage and Debt Consolidation Review
JUNE
- Quarterly Client Progress Session
- Values-Based Financial Planning Newsletter
- Potential Quarterly Portfolio Rebalancing
THIRD QUARTER (Q3)
JULY
- Monthly Phone Session
- Values-Based Financial Planning Newsletter
- Educational Planning Review (529, UGMA, UTMA)
AUGUST
- Monthly Phone Session
- Values-Based Financial Planning Newsletter
- Estate Planning Strategy Review
- Collaboration with Attorney
SEPTEMBER
- Quarterly Client Progress Session
- Values-Based Financial Planning Newsletter
- Potential Quarterly Portfolio Rebalancing
- Employee Benefits & 401(k), 403(b), 457 Plan Analysis
FOURTH QUARTER (Q4)
OCTOBER
- Monthly Phone Session
- Values-Based Financial Planning Newsletter
- Insurance Policy Review & Strategy
- Medicare (OCT 15th) & Employer Annual Enrollment Period
NOVEMBER
- Monthly Phone Session
- Values-Based Financial Planning Newsletter
- Client Tax Letter & EOY Tax Planning & RMD Audit
- Medicare & Employer Annual Enrollment Period
DECEMBER
- Quarterly Client Progress Session
- Values-Based Financial Planning Newsletter
- Potential Quarterly Portfolio Rebalancing
- Medicare (ends DEC 7th) & Employer Annual Enrollment Period
LEGEND
- Enrollment Period
- Communication/Newsletter
- Client Session
- Action Item (During Sessions)
Contact Us
Connect With Lineage
Experience the clarity of a principled partnership by contacting us to see how the Lineage Experience can transform your financial roadmap into a lifetime of freedom and confidence.