Financial Future Planning Chart

Client's Name

Investment Planning

Review of Portfolio Asset Allocation Time Horizon Planning Withdrawal Strategies Account Aggregation Monitoring of Outside Accounts (eg. 401(k) etc) Investment Policy Statement Stock Concentration

Estate Planning Strategies

Wills Power of Attorney Living Will Health Care Proxy Trusts Irrevocable Life Insurance Trusts Estate Taxes Guardians for Minor Children Charities

Retirement Planning

Retirement Goal Setting Social Security Analysis Cash Flow Analysis IRA Contributions and Roth Conversions Review of Employer-Sponsored Plans Annuities and Pensions RMD's and Withdrawal Strategies Self-Employed Plans Bucket List Items

Insurance Planning

Review of Existing Policies Life Insurance Needs Analysis Long Term Care Insurance Analysis Disability Insurance Analysis Health Insurance Review Homeowner's or Renter's Insurance Review Liability Coverage Health Savings Accounts Medicare Advice

Cash Flow and Budget

Review of Income Sources Setting Goals Expenses and Budgeting Debt Management Review of One-Time Expenses Planned Large Expenses Emergency Funding Dollar Cost Averaging Mortgage Review Lines of Credit Planning

Assistance to Loved Ones

Gifting College Planning Caring for Elderly 529 College Savings Plans Roth IRA's for Children UGMA/UTMA Establishing Trusts

Tax Planning Strategies

Tax Sensitive Investing Review of Cost-Basis Review Realized Gains Carry Forward Losses Tax Loss Harvesting Deductions and Credits Potential Roth Conversions Health Savings and Flexible Spending Accounts Tax Return Review

In addition to our services listed above, we also:

Coordinate with other advisors such as your attorneys and accountants.
Hold regular meetings and ensure that all planning is well coordinated and implemented.
Maintain copies of documents such as insurance policies, estate planning and legal documents, and tax returns.
Work to ensure that your WealthMatch plan is on track to help guide you on your journey toward well-being and prosperity.

Pantheon Wealth Planning and LPL Financial do not provide tax advice or legal services. Please consult your legal or tax advisor regarding your specific situation. Sheri Pan is a Registered Representatives with, and securities and Advisory services offered through LPL Financial, a registered investment advisor Member FINRA & SIPC. Financial planning offered through Pantheon Wealth Planning,a registered investment advisor and seperate entity.