Kick Off the Year Right — Align Your Plan, Taxes & Investments

Wealth Management process with Local Financial Advisor in Parker, CO

LEGACYSCULPT™ New Year Momentum Builder

A focused early-year strategy session to review last year’s results, set priorities for the year ahead, and sync your investments and tax plan

Meeting Details

Purpose: Kick off the year with an integrated plan—investments, taxes, and cash flow synced to your goals.

Duration: 60-90 minutes

Location Options: Zoom, Google Meet, Microsoft Teams, or In-Person

Scheduling: Existing clients can schedule via your client link.

Expectations

  • Clarity: We’ll translate last year’s outcomes into this year’s priorities.

  • Focus: Choose 2–4 high-impact actions for the next quarter or two.

  • Coordination: Align portfolio positioning with tax moves and cash-flow needs.

  • Accountability: Leave with owners, dates, and a simple follow-up cadence.

What to Do to Prepare

To make the most of this meeting:

  1. Upload recent statements
    Brokerage, retirement, HSA/529, bank/cash—especially any new accounts or custodians.

  2. Tax items checklist
    Known W-2s/1099s, bonus/RSU timing, expected K-1s, charitable plans, RMD needs.

  3. Cash-flow snapshot
    Big-ticket expenses, liquidity needs, planned travel/home projects, debt changes.

  4. Life updates
    Family, health, job/comp changes, benefits elections, upcoming relocations.

  5. Goal refresh
    What’s most important this year? Rank top 3 outcomes to measure success.

  6. Questions list
    Anything open from year-end, portfolio changes you’re considering, what’s worrying you.

  7. Client Portal
    Ensure document sharing is up to date so we can move from decisions to execution quickly.

What Happens in the Meeting

  • Scorecard Review: Prior year results vs. plan; what worked, what didn’t.

  • Outlook & Risks: Macro, taxes, and personal factors that matter for you.

  • Portfolio Tune-Up: Rebalance/tilts, tax-aware positioning, cash & distributions.

  • Tax Moves: Safe-harbor strategy, paycheck/estimate adjustments, charitable/QCD, Roth strategy, entity salary/distribution planning (if applicable).

  • Action Plan: 90–180 day roadmap with owners, due dates, and quick wins.

Looking Ahead

After the New Year Momentum Builder, we’ll track progress during your regular LEGACYSCULPT™ Touchpoints and reconvene for the Mid-Year Strategy Session. If circumstances change—market, tax law, job, or family—we adapt in real time so your plan stays aligned and effective.

Useful & Timely Resources

Documents To Keep On File — ( PDF | Interactive )

Important Milestones — ( PDF )

Issues To Consider As A New Client — ( PDF | Interactive )

Master List of Goals — ( PDF | Interactive )

Important Numbers — ( PDF )

Starting Out Financially — ( PDF | Interactive )