| Review of portfolio | Wills | Retirement goal setting | Review of existing policies | Review of income sources | Gifting | Tax sensitive investing |
| Asset allocation | Power of attorney | Social security review | Life insurance needs analysis | Setting goals | College planning | Review of cost-basis |
| Time horizon planning | Living will | Cash flow analysis | Long term care insurance analysis | Expenses and budgeting | Caring for elderly | Review realized gains |
| Withdrawal strategies | Healthcare proxy | IRA contributions and Roth conversions | Disability insurance analysis | Debt management | 529 college savings plans | Carry forward losses |
| Account aggregation | Trusts | Review of employer sponsored plans | Health insurance review | Review of one-time expenses | Roth IRAs for children | Tax loss harvesting |
| Review of outside accounts such as 401(k), etc. | Irrevocable life insurance trusts | Annuities and pensions | Homeowner's or renters insurance review | Planning large expenses | UGMA/UTMA | Potential Roth conversions |
| Risk analysis | Estate taxes | RMDs and withdrawal strategies | Liability coverage | Emergency funding | Establishing trusts | Health savings and flexible spending accounts |
| Stock concentration | Guardians for minor children | Self employed plans | Health Savings Accounts | Dollar cost averaging | Successor trustee | Tax returns review |
| | | | | Mortgage review | | |
