Consider that your day as an orchestra a brief moment. If the event is scheduled, timed and coordinated, stunning music comes out. If the orchestra players “wing it” without much preparation, a sloppy musical mess could be aplenty on your ears. This can have been prevented by some planning ahead prior to the concert.
Keep following to learn how you can spread out your financial planning activities with a simple annual calendar. This lets you tackle your tasks in a logical mannerrather than as an impulsive chaos.
FINANCIAL PLANNING IS A PROACTIVE PROCESS
This is the place where we — our financial teamget an instrument and settle down. There’s a lot to be learned in the world that of finance, so it’s not uncommon to be overwhelmed. Like a student studying musical instruments for the first time learning curves is often a challenge when you’re dealing with something that’s not familiar or if you’re studying at an advanced level. Apart from having a professional status in your personal life — both personal as well as professional — how do you make time to be an industry expert numerousother fields? That includes …
- Planning for cash flow
- Tax planning
- Equity compensation plans
- Estate planning
- Planning for risk and insurance
- Employee benefits and open enrollment
- Retirement planning
- Education plan
- Insurance and healthcare planning
- Planning for impact and charitable giving
- Investment planning
If we do not effectively organize and synchronize the various aspects, mistakes that could be avoided are more frequent.
To ensure that you don’t get out of the rhythm to avoid a financial lapse, our financial planning process can help get a handle on these many areas.
YOUR FINANCIAL SETLIST
Following your onboarding or the annual review of your financial plan You’ll see a pattern to the client experience at Financial Planning Fort Collins. We have an annual “setlist” of meetings throughout the year, so that you can improve your knowledge on a variety of financial topics. Once you’ve conquered one area, you’ll progress into the next.
For instance, once you’ve mastered the basicssuch as learning to play with chopsticks for the pianoWe’ll then move on to more complex financial strategies as we build your financial masterpiece!
We believe this spacing-out timing method less stressful and more inspiring for you as our customer. What does this look like on the ground and what can you anticipate this year? Look over the 2019 calendar right here!
SYNCHRONIZING YOUR FINANCIAL PLAN
In order for us to do our part to ensure your financial plan stays in order, we’ll keep track of your performance. We’ll be sure to invite you to meetings we believe you’ll find beneficial. Although we may not be in touch with you on a monthly basis as we do not want to overwhelm you with unnecessary or frequent gatherings You can count on regular communication from us.
It’s a collective effort to align the financial plans of your family. We’ll eliminate a number of items from your list, but nevertheless ask you to follow through with certain aspects of your financial plan. To continue on the topic of music I’ll switch to a different kind of music: hip hop from the 90s.
To provide you with additional motivation to follow the strategies we recommend in your annual client encounter and beyond, we suggest that you make a song whenever you’re feeling depressed or overwhelmed. Do you remember the tune from the iconic 90s hit tune “Shoop” by Salt n’ Pepa? The song’s chorus repeats:
Shoop shoop ba-doop
Shoop ba-doop
Shoop ba-doop ba-doop,
Ba-doop
Then, replace your lyrics with these sentences to get yourself boost in your financial planning motivation:
MAKING BEAUTIFUL FINANCIAL MUSIC: PLANNING YOUR FINANCIAL YEAR
Posted February 23, 2022 in Comprehensive Services by Financial Planning Fort Collins Share
Consider the world around you as orchestras for the duration of a few minutes. If the event is planned, timed and synchronized, gorgeous music comes out. If the musicians “wing it” without much preparation, a sloppy musical mess could be aplenty on your ears. This can have been prevented by some planning ahead prior to the event.
Continue studying to find out how you can spread out your financial planning activities with a simple annual calendar. This lets you tackle your work in a rhythmic mannerinstead of an unreactive noise.
FINANCIAL PLANNING IS A PROACTIVE PROCESS
This is the moment that we, the financial planners on your teamtake a seat, grab a tool and sit down. There’s plenty to learn in the world that of finance, so it’s not uncommon to be overwhelmed. Like a student studying in the beginning of a new field it is often a challenge when you’re dealing with the subject of your choice or when you’re learning on an advanced level. Alongside having a professional status in your personal life — both personal as well as professional — what can you do to make the time to be an industry expert numerousother fields? That includes …
- Cash flow planning
- Tax planning
- Equity compensation plans
- Estate planning
- Planning for risk and insurance
- Employee benefits and open enrollment
- Retirement planning
- Education plan
- Health insurance and planning for the future
- Impact and planning for charitable giving
- Investment planning
If we fail to effectively control and sync these areas, avoidable errors are more frequent.
In order to help you stay out of the tune Our financial plan process will help you get a handle on these many topics.
YOUR FINANCIAL SETLIST
After the onboarding process or the annual review of your financial plan There will be a consistent flow to the client experience at Financial Planning Fort Collins. We set up meetings according to a “setlist” of meetings throughout the year to allow you to achieve progress on a range of financial topics. When you’ve mastered one area, you’ll progress onto the next.
As an example, after you’ve established the fundamentals -such as learning to play with chopsticks for the pianoWe’ll then move on to more complex financial strategies while we create your final financial masterpiece!
We have found this time-spacing method less stressful and more inspiring for you as a client. What does this look like on the ground and what can you be expecting this year? Take a look at your calendar for the year below!
SYNCHRONIZING YOUR FINANCIAL PLAN
In order for us to do our part to ensure that your financial plan is in order, we’ll keep track of your improvement. We’ll be proactively inviting you to any meetings we believe you’ll find beneficial. Although we may not be in touch with you on a monthly basis We do not want to overwhelm you with unimportant or infrequent events We’ll send you regular updates from us.
It’s a collaborative effort to align your finances. We’ll remove a lot of things from your list, but nevertheless ask you to follow through with certain aspects of your financial plan. To keep the topic of music I’ll switch to a different type of music: the hip hop that was popular in the 90s.
For you to give yourself extra incentive to take action on the strategies we outline in your annual client encounter We encourage you to play a tune when you’re feeling depressed or overwhelmed. Do you remember the tune from the iconic 90s hit track “Shoop” by Salt n’ Pepa? The song’s chorus repeats:
Shoop shoop ba-doop
Shoop ba-doop
Shoop ba-doop ba-doop,
Ba-doop
Now, you can replace your lyrics with these phrases to provide yourself with a energy boost for financial planning:
If you’re polite during the client meeting I’ll do this for you in order to assist you in staying focused. Any thing I could do to assist!
Don’t forget to reserve your unlimitable meeting and consultation time! Go to the page for meetings to arrange convenient gatherings around the subjects you’d like to discuss at any time you like.
Are you looking to ensure that you receive invitations that you’d like to receive this year? It’s easy to keep track with us! We’ll check your calendar and include the invitations you’d like to receive. While we may contact you with other invitations for meetings we’ve spotted, it’s your choice to decide to make a schedule or not.
YOUR NEXT MUSICAL MOVEMENT
As tax time approaches the point of a crescendo, we recommend you to participate with the tax preparation process. If we are able to resend your invitation email, or address any tax-related inquiries, please contact us.
Be sure to stay on the lookout (pun not intended) to these May-related meetings:
- Annual Financial Plan Reviews for Spring and Summer Clients
- Insurance Planning
- 2022 Tax Planning
If you’re interested by one or any of the above consultations you can ask to be included to be on the guest list. We’ll send invitations by the middle of April, as tax season is coming to an end.
We’re looking forward to meeting with you soon and helping make your financial plan a success!
