Client Roadmap

Your Financial Journey, Organized and Optimized

At Connect Wealth, we believe in proactive planning tailored to your life’s evolving needs. Our Client Roadmap outlines a year-round approach to wealth management—ensuring tax strategy, investment reviews, estate planning, and risk management are addressed at the right time, every time. With quarterly check-ins and ongoing support, we keep your financial plan aligned with your goals, so you can focus on what matters most.

First Quarter

Annual Review

  • Financial Plan Update
  • Identify Client Goals
  • Portfolio Review and Update
  • Disburse and Collect 1099s and K1s
  • IRA Contribution
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Second Quarter

Tax Return Review

  • Opportunity Analysis
  • Document Collection
  • Tax Projections & Strategy

Insurance Review

  • Evaluate Risk
  • Review Current Policies
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Third Quarter

Employer Benefits Review

  • Offerings Analysis
  • Update Recommendations

Estate Planning

  • Plan Updates
  • Beneficiary Check
  • Tax & Estate Review
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Fourth Quarter

Year-End Planning

  • Required Minimum Distributions (RMDs)
  • Charitable Giving
  • 529 Funding

Portfolio Management

  • Asset Allocation Review
  • Tax Loss Harvesting

Ongoing: Rebalancing, Tax Loss Harvesting, Financial Plan Monitoring, Financial Advice as Life Happens…