2022 Annual Client Update

Please take 2-3 minutes to update our team so we can continue better serve you in 2022.

Name:

Email:

Advisor

If working with multiple team members, please feel free to select all advisors to notify.

Kristofer Gray

What other life event would you like our team to be aware of?

Which of the following investments are you using to hedge against inflation?

Are you looking to increase your automatic savings into any of the following accounts this year?

Pretax 401(k) / IRA, HSA, FSA

Savings account, trust account, standard brokerage

Roth 401(k) / Roth IRA

None

Have you accessed our online wealth planning dashboard to track your finances?

Yes

Which tools are you utilizing inside our suite of financial software?

Organizer: Consolidate accounts to view entire financial picture

Vault: Safely store your most important financial documents with bank level security

Budgeting: Track your spending and set budgets to reach your goals

Goals: Create and track progress towards your financial goals with our team

Investments: Interactive data to help you monitor your accounts

I'd like to schedule a time to gain access or better understand the virtual tools available to me

Would you like to schedule a time to gain access or better understand the virtual tools available to you?

Yes

Do you own a business?

Yes

Are you aware that you can shelter up to $67,500 from taxes through a Profit Sharing Plan in 2022, and even more through a Defined Benefit Plan?

Yes

Are you interested in planning for the potential sale of your business?

Yes

Would you be interested in having your business valued by a third party for the purpose of integrated advanced planning?

Yes

Have you set-up a revocable trust for the purpose of privacy, avoiding probate, minimize taxes, defining medical directives?

Yes

Are you planning to make a charitable donation in 2022 to your family foundation or donor advised fund?

Yes

Is there anything specific you would like to discuss or address in 2022?