EVALUATION & PLANNING
Not a year goes by we don’t analyze the year gone by.
The best wealth management plans are those that get measured, evaluated, and reworked accordingly. Not occasionally, but consistently. So every year, we look at the year behind and the year ahead. Working with you, we identify what needs to change and what should stay in
place. We also identify new opportunities and new needs based on changes in your life, your business, and your goals. This way, you know the year ahead will be thoughtfully planned. And one to celebrate as it draws to a close. Year after year after year.
UPDATED PERSONAL FINANCIAL STATEMENT
MEETING WITH TEAM
INCOME REVIEW
Performance Review Goal Alignment Recommendations
Assets Liabilities Real Estate Holdings
Tax Returns Updated
Documentation
12 calbanktrust.com
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