Needs Analysis Checklist | Kaizen Financial

Financial Goals Planning:

Cash Flow and Net Worth Analysis

Risk Management - Insurance Analysis and Coverage

Investment Portfolio Analysis and Recommendations

Retirement Planning

College Funding

Estate Planning Preparation

Real Estate Planning

Investment Management:

Investor Profile and Risk Tolerance

Current Portfolio Analysis

Tax Efficiency with Cap Gains / Loss Harvesting

Custom Portfolio Design, aligned with Client's Investment Objectives & Timelines

Income Generation & Projections

Rollovers, Roth conversions, and active 401(k) management

Tax Planning:

Tax Efficient Portfolio Design

Tax Loss Harvesting Opportunities

Charitable Strategies

Roth IRAs, backdoor Roth, and Conversions