2025 Meeting Agenda - Items to Discuss

It's that time of year again when it makes sense to get together to review your financial plan to make sure we're staying on top of your goals. We covered a lot of ground last year, and I want to maintain that momentum.

1. Personal and Professional Update
2. Tax Update 

3. 
   

   To make our conversation more meaningful, I've put together a comprehensive checklist of areas for us to explore together during our meeting. For example, we'll discuss:

   • Any changes to your cash flow and expected big expenses in the next year
   • Higher-yielding cash alternatives and protective investment options
   • Potential changes in your investment tolerance and reallocation ideas
   • Tax mitigation strategies - including the benefits of our AI tax-saving software and planning for the possible Sunset of the Tax Cuts and Jobs Act
   • Why own Bitcoin

   No matter what, an annual review meeting is a great chance to address any concerns about your financial situation.  It's also an opportunity for us to set expectations for the upcoming year.

   Please contact us to schedule a time and place, or use this link – whichever is easiest for you.