Part 2 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process.
Use this email to invite your clients for a specific planning exercise. Send and share the “What Accounts Should I Consider If I Want To Save More?” checklist to encourage them to start the year off on the right foot and consider additional saving strategies.
Email Subject Line: 15 ways to save more in [insert year]
Dear [Client],
During the months of January and February, we like to help clients identify proactive ways to start the year off right and save more.
Perhaps you…
- Received a bonus or a raise and need guidance on how to save or invest the additional cash;
- Have a tax refund coming to you; or
- Want to consider ways to save more this year.
Whatever the case may be, the beginning of the year is a great time to set your intentions and establish good habits to ensure you save for your financial goals.
Identifying available savings opportunities and prioritizing across accounts can be complex and overwhelming. For example, do you know whether you are eligible for and taking full advantage of pre-tax health care savings accounts, such as HSAs and FSAs? Are you optimizing your retirement savings, choosing between traditional and Roth options, obtaining the full amount of any employer match, and maximizing your contributions?
To help you spot ways to save more this year, we have a checklist [link your white labeled version saved on your website or Google Doc] that outlines over 15 strategies to consider when you have surplus cash or savings on hand.
While the checklist can help you identify different opportunities, we are always available to meet with you to discuss your finances and goals, and to identify what options best suit your unique circumstances.
Please contact us today to schedule a time to discuss this further, or [schedule a time with us on our calendar (insert your calendar link here)].
Sincerely,
