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This is a sample client, created for illustration purposes. Interested in partnering with Java Wealth?
Welcome, Sonya & James! It's truly an honor to be working together.
In order to go from answering your questions with "well, it depends" to actionable recommendations & an ongoing partnership, we first need to have a few conversations to understand:
what's truly important to you
where we're starting from
the direction you want to go
The following lays out what the next few meetings will entail, including any information needed prior to each conversation.
If it feels overwhelming, don't hesitate to reach out with any questions & I'd be happy to help guide you through the process.
-Mike
YOUR PROGRESS
YOUR PROGRESS
✅ ONBOARDING & GETTING ORGANIZED
✅ ONBOARDING & GETTING ORGANIZED
Status: DONE ✅
You will receive an email invitation to RightCapital to set up your account. Update the following information:
Profile -> Family
Update birthdates, add kids
Profile -> Net Worth
Link accounts
Checking/savings
Credit cards
Investment & retirement accounts
Mortgage
Upload documents to the Vault
Recent paystubs
Past 2 years' tax returns
Stock compensation grant documents & statements
✅ CREATING YOUR VISION
✅ CREATING YOUR VISION
Status: DONE ✅
These questions will be covering areas that may feel very personal in nature.
Please share as much as you are comfortable, and don't feel that your answers have to pertain to money. Thanks in advance!
🛠️ CASH FLOW & TAX PLANNING
🛠️ CASH FLOW & TAX PLANNING
Status: IN PROGRESS 🛠️
Using the information already gathered in the Get Organized meeting, I'll put together your cash flow & tax estimate.
If applicable, we will also develop your equity compensation strategy in this meeting.
😴 CREATE YOUR INITIAL PLAN
😴 CREATE YOUR INITIAL PLAN
Status: NOT STARTED 😴
This takes just a minute. Answer timing questions from the perspective of retirement accounts. We will discuss this together in your Initial Plan meeting
😴 ANNUAL PLANNING CALENDAR
😴 ANNUAL PLANNING CALENDAR
Status: NOT STARTED 😴
Now that your initial plan is in place, you are no longer allowed to have changes in your life in any way...
No raise, job change, new home, and your tax situation must stay consistent every year.
Obviously, that's not going to be the case. The Annual Planning Calendar is a set of meetings designed to keep you on track and meet your ongoing needs.
You will receive an email with a tentative agenda & link to grab a time that is convenient for you. When booking the meeting, you will have the opportunity to add anything else you'd like us to discuss.
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