Part 7 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process.
A very important area to review are all the issues that are typically addressed at the end of the year. The email outlines the need for end of year planning at a high level, while the “What Issues Should I Consider Before The End Of The Year?” checklist covers lots of possible planning issues.
Email Subject Line: End-of-year opportunities for your finances
Dear [Client],
During November and December, we want to help you spot planning opportunities that are very time-sensitive.
Perhaps you…
- Are considering making year-end gifts to charitable organizations or family members, and need to determine your optimal funding strategy;
- Are looking to reduce your income tax liability this year, and are seeking loss harvesting and income-reduction opportunities; or
- Wish to make a high-level survey of your financial picture, ensuring that you aren’t missing any windows of opportunity that close with the calendar year.
Whatever the case may be, the end of the year is an important time for us to get together.
Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during these busy months. To help ensure that you remain on track, we have a checklist that outlines 18 time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year [link to your white labeled version from your website or Google Doc].
While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals, and to identify what the best opportunities are for you.
Please contact us today to schedule a time to discuss this further, or [schedule a time with us on our calendar here (link your calendar link here)].
Sincerely,
