Intentional Guided Planning
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Mid Career Adults
We can help you keep track of your financial future.
There are many things to keep track of as an adult in the middle of your career. Your parents are getting older. Perhaps you have children. It’s definitely not easy. We are here to provide assistance and a better way to keep track of the important financial matters at this stage of life. We will work with you on your schedule, to find ways that we can address all of the complexities in your unique life and family.
This diagram highlights the six primary categories for this second stage of Intentional Guided Planning. Each of these categories and its respective components are detailed below.

Cash Flow and Budget
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Setting Goals
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Reviewing Your Budget
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Debt Management
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Emergency Funding
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Review Large, One-Time Expenses
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Mortgage Review

Investment Planning
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Review of Portfolio
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Asset Allocation
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Time Horizon Planning
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Account Aggregation
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Monitoring Outside Accounts (401k…)

Insurance Needs

Tax Planning
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Tax Return Review
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Review of Realized Gains
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Tax Sensitive Investing
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Deductions and Credits

Retirement
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Setting Goals
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Review of Employer-Sponsored Plan
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ROTH Conversions
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IRA Contributions
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Social Security Options
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Self-Employed Plans
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Bucket List Items

Estate Planning and Assistance to Loved Ones
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Wills and Trusts
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Beneficiary Designations
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Guardians for Minor Children
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College Saving
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UGMA/UTMA
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Charities
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Caring for the Elderly
Download this Information
Click here for the ‘Mid-Career Adults Guide to Financial Planning’ (PDF Format – 471k)