Family CFO Checklist

While our core focus is financial planning and investment management, we advise and consult with clients on a wide range of additional critical financial issues through our Family CFO Checklist.

Each Family CFO Checklist is customized to a clients' specific situation. The checklist is designed to help clients get organized and proactively address items such as:

  • Cash flow and liquidity management
  • Comprehensive summary and review of overall net worth
  • Review of "outside" accounts such as 401(k)s
  • Review of estate planning documents and coordination with clients' attorney
  • Tax planning and coordination with client's CPA
  • College funding and 529 plans
  • Roth IRA conversion analysis
  • Philanthropy
  • Gifting to children and grandchildren
  • Insurance (life, health, disability, long-term care)
  • Social Security claiming strategies

I’d like to learn more!

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Contact Details

Rappaport Reiches Capital Management, LLC
5202 Old Orchard Road, Suite 160
Skokie, IL 60077
Phone 847.832.0030
Fax 847.832.0033
Email Us