Summer is fast approaching – as next Friday, June 21^st, marks the longest day of the year – celebrated as the summer solstice. Perhaps you have accomplished all your Spring Cleaning and if that is the case - BRAVO! 
 
Desmond Wealth Management has used this spring to add a new reporting software to our firm’s tool box. We listened to clients’ comments and suggestions, and after researching software companies that specialize in financial reporting, we have contracted with Orion for our next move to continue improving the over-all client experience. Our goal is to help our clients understand their financial situation and how their actions directly affect their life and financial goals. Orion offers "right brain" visuals and real time financial data to assist clients and keep them informed. 
 
In addition, we are building out our client-cycle so clients will know what to expect working with us through the year. We want to have more of a continual conversation with our clients, not just “a once a year” annual review. To that end, we will be rolling out the new process over the next 12-18 months to introduce the system and the rhythm of the meeting sequences with each client.  
 
With rhythm as our emphasis, we envision an experience where we are meeting, talking, and interacting with all of our clients a minimum of three times per year. Beginning in the first part of the year: the focus will be on Tax Preparation and Investment Review, then mid-year: Investment Assessment and Goal Refinement, and in the year end sessions, the meeting emphasis will be on Distributing RMD's in conjunction with Proactive Tax Planning. While some clients will need to meet more frequently, others may prefer combining the meetings. We will work with each of you to craft an interaction plan that will help you to achieve the goals and objectives most important to you.