Select a date & time
May 2025
| Sun | Mon | Tue | Wed | Thu | Fri | Sat |
|---|---|---|---|---|---|---|
|
27
|
28
|
29
|
30
|
1
|
2
|
3
|
|
4
|
5
|
6
|
7
|
8
|
9
|
10
|
|
11
|
12
|
13
|
14
|
15
|
16
|
17
|
|
18
|
19
|
20
|
21
|
22
|
23
|
24
|
|
25
|
26
|
27
|
28
|
29
|
30
|
31
|
Description
Goal Plan Review
- Profile (Where are you now?)
- Goals (Where you wish to go?)
- Goal Plan (How can you get there?)
- Insurance (How do we handle contingency risks?)
- Investments (Where and how much should you invest?)
- Taxes (How can we optimize on taxes?)
- Plan Execution (How do we go about implementing it?)