Fall: Investment &
Account Reviews
What Fall Planning Helps You Accomplish
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Understand Your Investments
Get a clearer picture of what you own, how it's invested, and how each strategy fits into your bigger financial plan.
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Align Risk & Strategy
Review your risk tolerance, evaluate portfolio fit, and make sure your investment approach still matches your goals.
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Take Year-End Action
Identify opportunities around rebalancing, capital gains, tax-loss harvesting, and year-end account decisions.
What We'll Review Together
Investments
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Our investment process
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Risk tolerance and strategy fit
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Growth, protect, and diversify buckets
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Current allocation review
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Performance against your benchmark
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Rebalancing opportunities
Account Reviews
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Household-level portfolio view
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Outside account inventory
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Schwab, Flourish, and 401(k) portals
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Employer-sponsored accounts
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Capital gains budgeting
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Tax-loss harvesting before year-end
The Goal: Make Your Portfolio Serve the Plan
"The clients who do best aren't the ones who picked the perfect stock or timed the perfect entry. They're the ones who understood their risk tolerance, chose the right portfolio, and stayed discipline through the ups and downs of investing. My goal this season is to help you invest with clarity and purpose."
-David Warshaw, CFP®
Do Any of These Questions Sound Familiar?
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If the market dropped 25% next month, would you stay invested or feel tempted to make a major change?
Do you know how your portfolio actually performed this year, or just have a vague sense?
When you look across all your accounts, do they feel coordinated or like a patchwork?
Are there tax-planning opportunities you should act on before December 31st?
401(k)
Fall Harvest
Get professional guidance for the retirement accounts you manage yourself.
Not sure whether the investments inside your 401(k), 403(b), or other employer retirement plans still fit your goals? Our 401(k) Fall Harvest service provides personalized investment recommendations without requiring you to transfer or move your retirement account.
YOUR ONE-YEAR ENGAGEMENT INCLUDES:
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Review your 401(k), 403(b), & other employer-sponsered retirement plans
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Personal risk tolerance assessment
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Specific fund recommendations and target allocations
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One-on-one review of your plan options by Zoom or in person
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Updated investment recommendations upon request throughout the year
