facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Q: What is covered in ongoing meetings?


The Wrought Roadmap keeps you on track with regular quarterly meetings to discuss new developments, maintain your investment strategy, and address seasonal financial planning topics.

While this schedule provides an outline, we are always available to meet if you change jobs, move cities, add a family member, or encounter something life-changing that we can help with.

  • Open Discussion
  • Review previous meeting's tasks
  • Confirm values and goals
  • Review income expectations
  • Tax Planning
  • New tasks
  • Open Discussion
  • Review previous meeting's tasks
  • Reviewing and rebalancing held away accounts such as 401(k), IRA, HSA etc.
  • Debt Management 
  • Estate Planning Review
  • New tasks
  • Open Discussion
  • Review previous meeting's tasks
  • Insurance Review (Life, Health, Disability, Property & Casualty, Long Term Care)
  • New tasks
  • Open Discussion
  • Review previous meeting's tasks
  • Tax Planning
  • Benefits Review for Open Enrollment 
  • New tasks