Annual Client Questionnaire
As we approach our upcoming annual review meeting, I want to emphasize that this time is dedicated entirely to you. Our goal is to focus on what matters most to you – your aspirations, your concerns, and the milestones you wish to achieve. While there's an abundance of financial information available, our meetings are not just about disseminating more data. Instead, they're about distilling that information into wisdom that's tailored to your unique situation. This meeting is an opportunity for us to align our strategy with your evolving life goals and priorities. We'll certainly cover the essential financial topics, but the heart of our conversation will be about your vision and how we can help you realize it.
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Dwight D. Eisenhower said, “In preparing for battle, I have always found that plans are useless, but planning is indispensable.”
We could not agree more. To that end, we would like to prompt you with a few questions to ponder in advance. This will help us come prepared to address the topics most important to you. Consider these questions:
Name
*
First Name
Last Name
Email
*
example@example.com
What is something you purchased this year that you feel great about?
What are you most looking forward to in the coming year?
Are there any financial worries or challenges you've recently encountered or anticipate in the near future?
Have there been, or do you foresee, any significant changes in your lifestyle or family situation that we should consider in your financial planning?
Are you planning to give charitably this year? If so, how much are you planning to give?
Do you have a major purchase you are planning for this year?
How can we help? – What do you consider to be the most valuable way we can help you in the coming year?
Is there anyone else you want to include in this meeting?
Anything else you want to address during our time together?
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