Annual Reviews

Life comes with changes. The financial plan we help you design must be flexible to keep up with those changes.

Annual Reviews

Annual reviews are for previous financial planning clients. After doing a financial plan with us we suggest meeting once a year to review any changes to your plan. Our once-a-year Annual Review package is designed to keep the key elements of your financial plan up to date.

This package includes:

Updates to your previous financial plan, plus any of the below if applicable:

  • New home purchase – Options for purchasing a new residence (including cash flow and tax analysis)
  • Rental property analysis – Assessment of your rental cash flow and rental tax analysis
  • Roth conversion analysis – Exploring the benefits of converting non-Roth accounts into Roth IRA accounts
  • Job changes – Analysis to determine advantages or disadvantages of major career change
  • Single or dual income analysis – Evaluation of the impact of moving to single or dual income, including update of cash flow, tax, and retirement analysis
The process:

Email or call your advisor to schedule your annual review. We will contact you via email when it has been one year since your comprehensive meeting.

Pricing:

Annual reviews range from $1,000 – $2,500 depending on what has changed since we last met.

*prices are subject to change*

Your Finances, Your Way

Planning Within Reach is committed to helping you achieve your financial goals. We're here to help, which is why we offer free resources. Download this tip sheet to learn some practical advice on controlling spending.

Download Now

5 Myths About Credit Scores for Newlyweds

My Newlywed clients often ask me about how their credit score changes when they get married. I am sharing some of the typical myths I hear and discussing how your credit score is really affected by getting married or divorced. Myth 1: We have a joint credit score as a couple. Credit scores are calculated and given on an individual basis. When you get married, your credit scores do not get merged into one joint score. You will each remain... Read More

Allowances for Children

Age 5 is a common age when parents start thinking about issuing an allowance to children.   The goal with an allowance is to teach children about personal finance and delayed gratification.  Children who practice delayed gratification tend to be more successful in life.  Thankfully, this is a skill that can be acquired with practice.   You may choose to tie the allowance to chores, or not.  There are two schools of thought on the topic, which you can read about here.  Personally, I... Read More