Strategic Planning Meetings
Aligning Your Financial Plan with Long-Term Goals
These are held in April and May. In addition to the Strategic Planning Meetings, we are available as a resource throughout the year.
Strategic Planning Meetings are forward-looking. The purpose of this meeting is to review and update your financial plan and to establish specific goals and actions for current and future years. Clients and advisors typically leave these meetings with specific action items for the year.
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 with an intentional Strategic Planning Meeting process.
Information Needed for Strategic Planning Meeting
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.
Strategic Planning
Prep Sheet
Please send in copies of these documents to prior to your annual strategic planning meeting. You may also fax or mail them to us prior to your appointment. All information will be treated CONFIDENTIALLY.
Upload to our ShareFile securely by clicking HERE.
Additional Information
In addition, please also have your password book or password manager available at the time of your meeting. The advisors are prepared to help you make adjustments to 401(k) and TSP allocations, update beneficiary information, change tax withholdings, and a variety of other service requests, but cannot access these websites without the proper credentials. Client username, password, and security questions will be entered by the client and will not be saved by Mason & Associates.