A Living Strategy
At Aureva, we believe that true wealth management is not a one-time event—it is an ongoing process of refinement and recalibration. Your life,the markets, and the tax landscape are constantly evolving, which is why your Annual Plan Review is the most critical meeting of the year.
Each year, we sit down jointly with you to review, question, and recalibrate your comprehensive wealth plan. Our goal is to ensure your strategy remains perfectly aligned with your evolving goals, values, and life circumstances. This collaborative session provides clarity, confidence, and a roadmap for the year ahead.
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Comprehensive Review Framework
Our Annual Plan Review examines every dimension of your financial life to ensure alignment, optimize performance, and identify opportunities for enhancement.
Revisit the Big Picture
Life & Goal Alignment
- Changes in personal and professional circumstances
- Emergence of new financial goals or priorities
- Material shifts in time horizon or risk tolerance
- Family dynamics and generational planning needs
Portfolio Performance Review
Investment Strategy Assessment
- Asset allocation drift and rebalancing needs
- Performance against benchmarks and expectations
- Continued relevance of investment vehicles
- Tax efficiency and cost optimization
Goal Alignment Check
Progress & Priority Evaluation
- Tracking progress toward each financial goal
- Identifying goal crowding with limited resources
- Prioritizing competing objectives strategically
- Adjusting timelines and expectations as needed
Rebalancing & Adjustments
Portfolio Optimization
- Realign your portfolio to match your Strategic Asset Allocation.
- Maintain your target risk levels by correcting any deviations.
- Identify and exit exposures that no longer serve your financial goals.
- Implement tactical adjustments based on your current risk tolerance and market opportunities.
Changed Circumstances
Estate & Regulatory Updates
- Review and update estate planning documents to ensure they remain current
- Reflect any changes in family structure, wishes, or beneficiaries
- Assess regulatory / tax law updates that impact your estate strategy
- Strategic adjustments to strengthen long-term wealth preservation
Documentation & Next Steps
Clear Path Forward
- Get an portfolio snapshot with a clear overview of your current position
- Get prioritized recommendations tailored to your financial objectives
- Establish a detailed implementation timeline for all strategic actions
- Set checkpoints to ensure seamless execution throughout the year
Your Partner in Prosperity
At Aureva, your Annual Plan Review is more than a meeting—it’s a commitment to your financial wellbeing. We bring expertise, clarity, and unwavering dedication to keeping your wealth strategy dynamic, responsive, and aligned with what matters most to you. Together, we ensure your financial future remains secure and purposeful.
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Ready to recalibrate your wealth strategy? Contact us today to schedule your Annual Plan Review and experience the Aureva difference.