Financial Plan Review
Discover Insights into your Portfolio's Performance and Potential Strategies
Service Description
Review the Implemented Financial Plan and Recommendations after a period of time to discuss performance and changes to risk tolerance. Pre-requisites: Completed Introductory and Financial Planning meeting Topics to be covered: - Performance of investment portfolio(s) - Discuss future plans in life (e.g having children) and explore new strategies - Determine if there's a change in Risk Tolerance - Re-adjust investment portfolio if necessary - Explore potential Tax or Insurance Strategies - Discuss need for Estate Planning (e.g revocable trusts) You may be more curious of Financial Planning after our initial meetings. I welcome any sort of productive conversation here. No question is a stupid question in my office. Scheduled after completion of Financial Planning Meeting. Typically Scheduled Quarterly, Semi-annually, or annually
Cancellation Policy
To reschedule your meeting, please notify me 24 hours in advance through any form of communication. Appointment Refund Policy The appointment fee, including the initial retainer deposit, will only be fully refunded if you qualify for the following: - You suffer an emergency health episode (e.g. ER Visit, Pregnancy) - You will be deployed on Official US Military Orders for the selected time - You win a settlement via private settlement or arbitration against TaxVet - You are involved in a settled Class Action lawsuit against TaxVet Please send (1) piece of evidence of qualifying event alongside the receipt of payment for the appointment to TaxesWithThien@gmail.com and remove all privacy sensitive and confidential data from the submission. I understand that life will throw unexpected curveballs and we may not be able to attend all of our planned obligations. However, a no-show/last-minute cancellation is a family that I am not able to assist for that time slot. You may avoid the additional labor of applying for refund by rescheduling appointments beforehand at no additional cost as necessary. ProjectionLab Subscription Refund Unfortunately, there are no refunds for your ProjectionLab Subscription. You may email me at any time to cancel your subscription as needed. Portfolio Build Refund Refunds for your Portfolio Build will only be granted if you qualify for the following: - my proposed portfolio is not appropriate corresponding your risk tolerance, budget commitment, and Environmental, Governance, and Social (ESG) concerns. - I fail to deliver an appropriate portfolio after payment for the third time
Contact Details
4086417657
taxeswiththien@gmail.com
Cabrillo Avenue, San Jose, CA, USA