Please help me prepare for your upcoming progress review meeting.
Name
First Name
Last Name
What topics are you most interested in covering:
I need to let you know of recent or upcoming life changes.
Am I on track for my money to last through retirement?
What can we do to reduce my taxes?
I have some upcoming expenses to discuss.
How is market volatility affecting my accounts?
There is a change in my goals.
I would like to review my beneficiaries.
There are budget/cash flow concerns to discuss.
I would like to discuss charitable giving.
Other (please email specifics to tom@starkfinancial.com)
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