Create and maintain diversified portfolio
Ensure that you have fully funded emergency account
Have proper insurance coverage for Life, Disability and Home
Helping with a healthy balance sheet- not biting off more than we can chew (house, car, business)
Annually review estate plan (e.g. What happens if I get sick and/or die, what happens to my kids?)

Having Diversity in your tax situation (Tax Free, Tax Deferred and Taxable) Decide on Roth vs. Pre-Tax contributions
Annual review of tax return and tax strategies
Improve tax efficiency of investment portfolio

Consolidated and simplify investment accounts
Daily monitoring of portfolio
Are we on track with our key ratios? (Investment Assets to Gross Pay, Fidelity Rule of 2k, etc) 
Quarterly analysis of 30,000+ investment options on your behalf

Quarterly consolidated performance statements
Quarterly newsletters & regular client education events
Quarterly review of key areas (e.g. Taxes, Estate Planning, Education, etc)
Semi-Annual meetings