Financial Future Planning Chart

Financial Future Planning Chart

Please select all that apply
Client's Name
Investment Planning

Review of PortfolioAsset AllocationTime Horizon PlanningWithdrawal StrategiesAccount AggregationMonitoring of Outside Accounts (eg. 401(k) etc)Investment Policy StatementStock Concentration
Estate Planning Strategies

WillsPower of AttorneyLiving WillHealth Care ProxyTrustsIrrevocable Life Insurance TrustsEstate TaxesGuardians for Minor ChildrenCharities
Retirement Planning

Retirement Goal SettingSocial Security AnalysisCash Flow AnalysisIRA Contributions and Roth ConversionsReview of Employer-Sponsored PlansAnnuities and PensionsRMD's and Withdrawal StrategiesSelf-Employed PlansBucket List Items
Insurance Planning

Review of Existing PoliciesLife Insurance Needs AnalysisLong Term Care Insurance AnalysisDisability Insurance AnalysisHealth Insurance ReviewHomeowner's or Renter's Insurance ReviewLiability CoverageHealth Savings AccountsMedicare Advice
Cash Flow and Budget

Review of Income SourcesSetting Goals Expenses and BudgetingDebt ManagementReview of One-Time ExpensesPlanned Large ExpensesEmergency FundingDollar Cost AveragingMortgage ReviewLines of Credit Planning
Assistance to Loved Ones

GiftingCollege PlanningCaring for Elderly529 College Savings PlansRoth IRA's for ChildrenUGMA/UTMAEstablishing Trusts
Tax Planning Strategies

Tax Sensitive InvestingReview of Cost-BasisReview Realized GainsCarry Forward LossesTax Loss HarvestingDeductions and CreditsPotential Roth ConversionsHealth Savings and Flexible Spending AccountsTax 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.
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