Get to Know You
Schedule a call with Mark to discuss your situation. During this session, we'll address any immediate financial concerns you may have and provide more details on our service model and pricing. If there is a potential fit, we'll coordinate a follow-up meeting to dive deeper into your situation and how Taurus Financial Planning can serve you.
My Services
This is your Service description. Use this space to describe what the service entails, benefits for users and any other important information.
My Services
This is your Service description. Use this space to describe what the service entails, benefits for users and any other important information.
1
Free Financial Analysis Process
During this initial call, we'll have a casual conversation addressing any immediate financial concerns you may have and any questions you have for me.
Get to Know You
1
In meeting #2, I'll collect detailed information and documents necessary to build your financial analysis.
Discovery
2
I review and analyze your information to create your one page opportunity summary.
Analysis
3
In meeting #3, we'll review the one page opportunity summary together and offer a proposal for an ongoing engagement if it is a good fit. At this point, we will part ways and you will determine the next step that is right for you.
Review
4
January/February
Cash Flow and Budgeting
Rebalance 401(k), DCMP and Investment Accts.
401(k) Contribution Elections
Q4 Estimated Tax Payment
March/April
Manage Vesting RSUs and PSUs
Review Walmart Stock Holdings
Investment Portfolio Review
May/June
Annual Review Meetings
Tax Projection #1
Tax Return Analysis
Q2 Estimated Tax Payment
July/August
Annual Review Meetings (Cont.)
Rebalance Investment Accounts
Review Insurance and Estate Plan
September/October
Employer Benefits Election
Charitable Gifting
Tax Projection #2
Q3 Estimated Tax Payment
November/December
Walmart DCMP Consultation
End-of-Year Tax Planning
Tax Loss Harvesting
Client Service Calendar
Executives are busy and an annual client service calendar ensures a pro-active approach to managing your financial plan. Throughout the year, we will focus on specific issues to make sure nothing falls through the cracks.
Cost
The cost is $6,000 - $8,000 per year
The fee is automatically debited from your account at Charles Schwab or Altruist quarterly in arrears. Under no circumstances will our fee exceed 2% of the assets under our management.
Our Onboarding Process
Get to Know You
Schedule a call with Mark to discuss your situation. During this session, we'll address any immediate financial concerns you may have and provide more details on our service model and pricing. If there is a potential fit, we'll coordinate a follow-up meeting to dive deeper into your situation and how Taurus Financial Planning can serve you.
1
Discovery
Similar to the first meeting, there is nothing to buy in this meeting. Before you pay a penny in fees or trust us with your savings, we want you to see the value. The goal of this session is to learn more about your situation and goals. For this meeting, we will ask you to provide a few documents to make the best use of time. At the end of the meeting, you'll decide if you want Taurus Financial Planning to do a more in-depth analysis of your situation at no cost and no obligation to you.
2
Analysis
Mark will review and analyze your information to create a one page opportunity summary.
3
Review
We will review the one page opportunity summary with you. Again, the goal is to help you made an educated and informed decision on selecting a financial advisor. At the end of the meeting, the one page summary is yours to keep. At this point, we will part ways and you will decide if TFP can deliver value worth a multiple of the fee.
4
Our Onboarding Process
Schedule a call with Mark to discuss your situation. During this session, we'll address any immediate financial concerns you may have and provide more details on our service model and pricing. If there is a potential fit, we'll coordinate a follow-up meeting to dive deeper into your situation and how Taurus Financial Planning can serve you.
Get to Know You
1
Similar to the first meeting, there is nothing to buy in this meeting. Before you pay a penny in fees or trust us with your savings, I want you to see the value. The goal of this session is to learn more about your situation and goals. For this meeting, we will ask you to provide a few documents to make the best use of time. At the end of the meeting, I'll ask if you want TFP to do a more in-depth analysis of your situation at no cost and no obligation to you.
Discovery
2
Mark will review and analyze your information to create a one page opportunity summary.
Analysis
3
We will review the one page opportunity summary with you. Again, the goal is to help you made an educated and informed decision on selecting a financial advisor. At the end of the meeting, the one page summary is yours to keep. At this point, we will part ways and you will decide if TFP can deliver value worth a multiple of the fee.
Review
4
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