3. Plan Creation

General Information / Pre-Onboarding

Planning Meeting Prep:

General Notes

Cashflow

Investments

Retirement

Goals Planning

Student Loans

Risk Management

Employee Benefits

Income Tax

Estate

Mindset / DP

Send Recommendations to GSheets

Create Agenda

Plan Completed:

Finalize plan and upload to vault

Email First Planning Meeting

Email Ongoing Planning Meeting

During Meeting:

Notes, Tasks, Next Steps

Email Follow Up

COMPLETE TASK IN WEALTHBOX

General Information / Pre-Onboarding

Primary First

Primary Last

Phone Number

Partner First

Partner Last

Consultation Notes

Get Organized Notes

Planning Meeting Prep:

Meeting Date

Meeting Agenda

Call Notes

General Notes

General Notes for Plan and Meeting

Cashflow

Budget

Budget and Savings Notes

Budget and Savings Questions

Budget and Savings Suggestions

Savings Suggestions

Automatic Bill pay can save $30 per month
Use a smaller shopping cart
Create a grocery list with "x" meals per week (You buy 40% more when the shopping cart doubles)

Credit Report

1

Review Personal Information
2

Review Inquiries
3

Delinquent Accounts
4

Matches everything in RC

Credit Report Notes

Credit Report Questions

Credit Report Suggestions

Debt Reduction

Debt Reduction Notes

Debt Reduction Questions

Debt Reduction Suggestions

Banking

1

Evaluate Bank Fees
2

Evaluate Bank Interest Rate
3

Evaluate Credit Card Rewards

Banking - Notes

Banking - Questions

Banking - Suggestions

Investments

Investment Outlook / Landscape

1

IPS on File?

Current Allocation Guideline

IPS Notes

DP - Risk Tolerance Notes

Allocation - Notes

Allocation - Questions

Allocation - Suggestions

1

Prepare Performance Report
2

Save to Vault

Retirement

1

Review Analysis in RC
2

Review weak-points in Stress Test
3

Social Security Analysis
4

Self Employed Retirement Planning?
5

ROTH vs IRA

Retirement Notes

Retirement Questions

Retirement Suggestions

Goals Planning

Education

Saving For College 529 Fee Comparison

Education Notes

Education Questions

Education Suggestions

Charitable

1

Donor Advised Fund
2

Stock Gifts
3

Misc. Giving In Budget

Charitable - Notes

Charitable - Questions

Charitable - Suggestions

Other Goals

1

Home for self
2

Home for family
3

Starting a business
4

Vacation

Other Goals - Notes

Student Loans

1

Add everything in RC
2

Use Jarvis Loan Analysis Page
3

PSLF Eligible?
4

High debt to income?

Student Loan Notes

Student Loan Questions

Student Loan Suggestions

Risk Management

1

Life Insurance
2

Disability
3

Liability
4

P&C

Insurance Notes

Insurance Questions

Insurance Suggestions

Shop auto insurance every three years

Employee Benefits

1

Health Insurance Analysis
2

Age Based Rates?
3

Misc. Unused Benefits
4

HSA Available?

Employee Benefits Notes

Employee Benefits Questions

Employee Benefits Suggestions

Income Tax

1

Underpayment penalty
2

Capital Gains / Carryforwards
3

Big Check (More withholding)
4

Schedule A (Bunching)
5

IRA HSA availability
6

Sales tax on schedule A
7

How much did CPA cost
8

Abnormalities

Tax Notes

Tax Questions

Tax Suggestions

Estate

1

Last Updated Will
2

Living Trust Make Sense?
3

Ancillary Documents
4

General Gifting
5

Guardianship for Kids

Estate Notes

Estate Questions

Estate Suggestions

Mindset / DP

Mindset Notes

Mindset Questions

Mindset Suggestions

Send Recommendations to GSheets

Create Agenda

Agenda Welcome

Agenda Review of Previous Tasks

Questions / Pre-defined Meeting Items

Financial Plan Overview

Recommendations Chart

Plan Completed:

Finalize plan and upload to vault

Right Capital

Email First Planning Meeting

Email Ongoing Planning Meeting

During Meeting:

Notes, Tasks, Next Steps

Meeting Notes

My To-Dos

Client To-Dos

Next Steps

Email Follow Up

COMPLETE TASK IN WEALTHBOX

Take control of your workflows today.

Browse templates Edit in Process Street

More templates like this

Payroll Processing – User Guide

PROCEDURE PAYROLL PROCESSING-TSHEETS &QB-Payroll Processing

How to Build a Process from Resources (Copy)

2. Entrega de proyecto

12 Month Maintenance Schedule

Resource Based Economy Transition Team Support

View all Uncategorized templates