PERSONAL FINANCIAL WEBSITE
- Dashboard
- Financial Goals Monitoring
- Account Consolidation
- Investment Allocation Plan
- Retirement Cash Flow Illustrations
- Document Storage (Vault)
- Financial Reports Center
PRIORITIES & GOALS
- Goals & Objectives Set
- Major Expense Planning
- College Planning
- Priorities & Action Established
- Goals & Action Monitoring
CASH FLOW PLANNING
- Retirement Feasibility Analysis
(How long does my money last?) - Retirement Cash Flow Stress Test
- Income & Expense Projections
- Detailed Withdrawals Report
- Income Plan - Account Mapping
- Required Minimum Distribution (RMD) Plan
- Retirement Documents Review & Implementation
- Social Security Start Date Assessment
COMPENSATION & BENEFITS
- Executive Compensation Planning
- Annual Enrollment Planning - Retirement Plan
(401k, SSP)- 401k Contribution - % of Salary & Match
- Deferred Compensation (SSP)
- Deferred Compensation - Payout Election
- Life, Disability & Medical
- RSU & PBRSU Planning
- Stock Option Exercise Plan
- Pension Annuity vs Pension Lump Sum
- Pension Continuance Option Decision
- Pension Accelerated Option Review
- Retiree Medical & Medicare Planning
INVESTMENT PLANNING
- Investment Objectives
- Income Needs & Time Horizon
- Risk Tolerance Assessment
- Current Allocation Review
- Target Allocation Plan
- Portfolio – Risk Stress Test
- Account Strategy by Type
- Concentrated Stock Planning
- Trading Window Assistance
TAX PLANNING
- CPA Collaboration
- Tax Return Review
- QCD Planning with RMD
- Charitable Gift Planning
- Donor Advised Fund Planning
RISK MANAGEMENT & INSURANCE
- Insurance Agent Collaboration
- Insurance Policies Discussion
ESTATE PLANNING
- Attorney Collaboration
- Estate Plan Review
- Beneficiary Designation Review
- Donor Advised Fund Planning
MONITORING
- Record Next Steps (Actions)
- Record Observations (Decisions)
Note: Capital Planning, LLC is not a law office or Certified Public Accounting firm.
This information should not be construed as tax or legal advice.