Aikapa Financial Bites

Begin 2010 with a plan in mind!

2010 has begun and you should have received our annual financial planning calendar. 

You should review the calendar adding your own important dates and family target dates.  Post it somewhere that will be visible daily.  This will help you enjoy the inspirational views from around the world as well as regularly target you and your family to think of the financial consequences of our actions. 

Don’t forget to mark your personal financial review/planning times as well as your family meetings.  We recommend that financial family meetings be set quarter or semi-annually.  Allow for enough time to prepare your financial data for these family financial planning meetings.

Engage our help if you need a third party to run or coach you to run these family meetings.

I encourage you to focus on your career, family life and worthy causes with a solid financial plan/structure for you and your family.  Although we live in an interconnected world it is up to us to ensure that we keep moving towards our goals and dreams.

Introduction to Financial Bites

Aikapa Financial Bites is a “topical tidbit” forum to disseminate wealth planning information on the web for our highly active and resourceful clients.

If you engaged us to manage your wealth and are under the AIKAPA Managed Plan we will contact you when any of these topics are particularly relevant to your personal situation.  AIKAPA Guided Plan participants are encouraged to contact us if you think any of these topics appear relevant to your situation. 

All clients are encouraged to login on our website (www.aikapa.com/login) and submit topics or questions relevant to you.