Preparing for Our Annual Renewal Meeting
Please take a few minutes to complete this form at least two weeks prior to our Annual Renewal Meeting. (Estimated time to complete = 10 minutes). If you're a couple, it makes it much easier for us if you ll it out *together*. (Barring that, please each fill it out, so that we know what's on both of your minds.) We're really looking forward to catching up, and renewing our focus on what's coming up for you.
Email
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example@example.com
Date
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Year
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Name
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First Name
Last Name
Employer Name(s) - If Changed
Has any contact information changed? Mailing address? Phone? Email? If so, please write your newinformation.
About You
What are your most pressing financial concerns?
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What are you most pressing non-financial concerns?
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Do you have any new life or career goals, even if they're vague? What are they?
Have any changes happened that we should know about? (ex., new home, new job, new child, bonus,deaths, inheritances, illness, etc.)
What changes in your finances do you expect in the future, that you want to plan for? (ex., bonuses, inheritance, job change, family obligations, etc.)
Has there been a change to the people you are financially responsible for, or could be? (ex., You now know you might need to support your mom.)
About Your Income And Expenses
We want to know your current pre-tax (gross) income. Please provide that in one of these two ways: (1)Look at the #s we already have in RightCapital (RightCapital > Profile > Income > Salary, Bonus, RSU cards) and either confirm or correct here, or (2) Itemize the sources here: salary, bonus, vesting RSUs, rental, etc. (Reminder: For couples, please provide answers for each person.)
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Have your housing costs changed in the last year? If Yes, how much is your monthly housing cost (rent or mortgage+tax+insurance)?
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How much do you spend each month, on average, for living expenses, *excluding* your home and debt payments? (You can see the # we currently have for you in RightCapital > Profile > Expenses > Pre-Retirement Living Expenses.)
About Your Stock Compensation
Hopefully you've already uploaded to GDrive a snapshot of what your current company stock holdings look like (both in terms of shares you already own, and upcoming vests of RSUs and/or options).
Has your company changed the stock compensation programs in any way? Has it started offering an ESPP, for example? Or switched from options to RSUs? If so, please tell us about the changes, as best you can.
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Do you have any pressing questions/decisions around your stock compensation?
Managing Your Risks
Have you updated your estate planning documents (will, trust, power of attorney, etc.) in the last year?
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n/a; I don't have estate planning documents.
No
Yes, and we sent you a copy
Yes, but we didn't send you a copy
Have you updated your insurance coverage in the last year (life, disability, auto, renter's/homeowner's, umbrella, etc. We don't care about *health* insurance in this question.)?
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No
Yes, and we sent you either the new policy terms or a copy of the new policy
Yes, but we didn't send you the details
Finishing Up
Tell us about one thing (or more!) you've done in the last year that you're proud of. We want to know!
Tell us about one thing (or more!) you've spent money on in the last year that brought you joy. We love these answers.
Tell us about one organization or person (or more!) you gave money or other resources to that made you happy! From giving $ to charities to treating a friend to dinner.
Is there anything we've missed?
What would you like to talk about when we meet?
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Please provide any additional info or upload any additional documents to the shared GDrive that you think will be relevant to our discussion.
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