Strategic Planning Meetings

Strategic Planning Meetings are held in April, May, and June. In addition to the Strategic Planning Meetings, we are available as a resource throughout the year.

The purpose of this meeting is to provide a detailed review of your investments and to ensure we are on track with your financial plan.  We will review your beneficiaries, discuss any updates or changes in your life, and adjust any planning strategies as needed. Financial plans are not implemented in a day or a year.  Financial plans are implemented over a lifetime.  We are here to help you monitor and fulfill your plan, and that cannot be done effectively without a productive Strategic Planning Meeting.

Information Needed for Strategic Planning Meeting

We ask that you please upload the documents listed on the Strategic planning meeting prep sheet below in advance of your meeting using this secure link: Secure Document Upload. You may also fax or mail them to us prior to your appointment. All information will be treated CONFIDENTIALLY. This list has been recently updated to include questions pertaining to any changes in your life, retirement goal updates, or topics you would like to discuss, so we ask that you pay close attention.  Help us to help you by gathering as many of these items as possible for the review. 



In addition to the listed documents, please have your password book or password manager available for your meeting.  The advisors are prepared to help you adjust 401(k) and TSP allocations, update beneficiary information, change tax withholdings, and a variety of other service requests. Username, password, and security questions will be entered by the client and will not be saved by Mason & Associates.