Annual Client Checklist
Thank you for taking the time to fill out this checklist.
In effort to provide you with the best service possible, we want to stay up-to-date with the happenings in your life. We enjoy the opportunity to work with you. Should the checklist require any follow-up on our part, we will reach out to you shortly after submission.
Name
First Name
Last Name
Email
Since our last review, have you (or would you like to):
Rows
Yes
No
Make any needed changes to beneficiaries?
Change your mailing address or other contact details?
Had changes to my family and need to reassess financial objectives and strategies?
Changed your occupation?
Discuss an inheritance that you or your spouse has received?
Consider converting any term insurance?
Consider increasing your life insurance?
Make changes to policies?
Consider starting an IRA or SEP plan?
Consider a Roth IRA conversion?
Start or change your retirement plan at work?
Review income needed for retirement?
Consider insurance on children or grandchildren?
Review how life insurance will help solve any estate settlement costs you may have?
Acquired any new personal assets?
Changed attorneys, banks, accountants, etc.?
Entered into a new business venture?
Changed your will or need to draft a new will?
Please provide any details on the YES questions above or any other areas you'd like to discuss with us.
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