Annual Service Calendar
Your Year with IFP
Six planning touchpoints across the year — what we cover together, and when.
- Start the year on the right foot
- Tax documents to collect
- RMDs for the year (retirees)
Annual planning meeting. Two hours to review the past year and set this year’s plan, savings targets and action list.
- Review your tax return
- Where should your next dollar go?
- Review your emergency fund
Tax return review. Send us your return once it is filed so we can update your plan.
- Update your estate plan
- Estate document review
- Common estate plan elements
Estate review. A written report from your plan; a call only if something should change.
- Review your investments
- Goals assessment
Mid-year check-in. Progress on your investments and this year’s goals.
- Review your insurance coverage
- Open enrollment
- Employee benefit review
Insurance and benefits review. A written report before open enrollment; a call only if something should change.
- End-of-year planning opportunities
- Strategic charitable giving
- Taxes on your taxable investment accounts
Year-end tax planning. Your year-end checklist and recommended moves; a meeting if a decision needs a conversation.
Always available. Between touchpoints, reach us whenever your plan needs to change. Every message gets a reply within two business days; an urgent issue gets a call back within one business day.
Important disclosures
Incline Financial Planning LLC (“IFP”) is a registered investment advisor offering advisory services in the State of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
This communication is for informational purposes only and is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or nonsecurities offering. This communication should not be relied upon as the sole factor in an investment-making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal the performance noted in this publication.
The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Incline Financial Planning LLC (referred to as “IFP”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
All opinions and estimates constitute IFP’s judgment as of the date of this communication and are subject to change without notice. IFP does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall IFP be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided herein, even if IFP or an IFP-authorized representative has been advised of the possibility of such damages. Information contained herein should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.