• Reviewed and rebalanced investment portfolios, executive participation plans, company stock option plans, insurance coverage, employee benefits, and determined estate planning opportunities. • Developed financial recommendations by preparing detailed retirement, personal income tax, education funding, and disability and life insurance projections over 9-12 month process.• Prepared detailed personal income tax projections based on client income, portfolio income, pensions and annuities, as well as limited partnerships, flow-through entities and real estate income. Investment Analytics• Determined appropriate portfolio allocations based on risk profiles, existing portfolios, material changes to client situations (i.e. loss of job, retirement, inheritance, promotion, etc.).• Monitored and rebalanced client portfolios based on macro economic factors and/or client specific goals.• Reviewed employee stock option plans and provided strategies to exercise option grants (i.e. cashless, sell-to-cover, or buy-and-hold), as well as, determined personal income tax consequences.

Fox, Joss & Yankee is a fee-only financial planning and investment management firm based in Reston, Virginia. Collectively, the principals have been providing financial and investment services for more than 35 years. The Firm’s mission is to provide every client with the highest level of individualized service our profession has to offer. We customize our advice to each client, providing them with recommendations and implementation assistance to meet their specific goals and needs. The Firm currently manages approximately $285 million in assets. Our clients consist of professionals, retirees, corporate executives, business owners, associations, and qualified retirement plans. The Firm’s continued growth is primarily due to referrals from its existing client base.My responsibilities included:- Assisted in management of client portfolios by rebalancing portfolios, addressing short term cash needs, calculating required minimum distributions, and identifying tax loss harvesting opportunities. - Setup and maintained client records in the firm’s client relationship management software.- Wrote articles reviewing market activity for the quarterly client newsletter, as well as introductions to articles posted on the firm’s website.- Assisted in identifying, creating, and implementing operational sequences to improve firm efficiency.- Prepared for client meetings, and implemented the necessary monitoring requirements.- Prepared net worth statements and client progress reports.