The Apriem Way – Quarterly Client Meetings
Helping keep clients informed, confident, and aligned on their financial goals.
The Apriem Way – Quarterly Client Meetings
Keeping clients informed, confident, and aligned on their financial goals.
At Apriem Advisors, we believe that clear, consistent communication is the key to confident financial decision-making. That’s why we have redesigned our Quarterly Client Meeting offering, a strategic, intentional framework available to clients, providing a more comprehensive view of your financial landscape throughout the year.
Quarter 1: Market Update & Investment Portfolio Review
A comprehensive deep dive into your investments and market trends. We review the previous year’s performance, analyze current portfolio positioning, and discuss the outlook for the year ahead.
Quarter 2: Financial Planning Review
We provide an overview of every aspect of your financial portfolio, including planning, progress, and goal tracking. This helps ensure your strategy stays aligned with your goals.
Quarter 3: Estate Planning Review
We provide a focused review of your estate planning, helping clients ensure their wills, trusts, and legacy documents reflect current goals. Through family meetings, we facilitate clear communication and alignment across generations.
Quarter 4: Tax Planning Review
A deep look at your tax situation for the year and strategies for the year ahead. We work to identify potential savings opportunities, optimize your tax efficiency, and coordinate with your advisors as needed.
To schedule A Meeting with Rhonda Ducote, AIF®, Harmon Kong, CFP®, AIF®, or Mark Iwamoto
Please call our office at (949) 253 – 8888 and we would be happy to assist you.
To Schedule a Meeting With Your Advisor Please Call Us At 949-253-8888
