Review Meeting Preparation Checklist
As we prepare for our upcoming review meeting, your participation is crucial in ensuring a productive discussion. Completion of this checklist will not only help us address your financial objectives and concerns more effectively but will also enable us to focus on the key areas that matter most to you. Please complete this checklist at your earliest convenience. Should you have any questions, please contact us.
Check box if recent changes have occured OR you expect changes in the near-term to the following:
Contact information (address, phone, email)
Family situation (marital, death, health, college)
Career (retirement, change job, position, salary)
Business (start/bought/sold, expand/downsize, legal structure, partner)
Other
In the past year, have you inherited assets or become beneficiary of a new income stream?
*
Yes
No
Have you recently, OR are you considering a near-term purchase or sale of capital assets? (i.e. real estate, vehicles, businesses, investments, etc.)
*
Yes
No
Do you intend to add or remove any dependents for income tax purposes this year?
*
Yes
No
Not sure
Check box if there been changes OR you expect near-term changes to the following:
Life, health, disability, or long-term care policies?
Homeowners, auto, or umbrella insurance policies?
Living trust, will, power of attorney, power of attorney for healthcare or other legal documents?
Other
Please describe if there have been any changes in your short- or long-term goals or objectives that we should know about:
Please describe any financial concerns that would benefit from guidance or any other items that you would like to discuss:
PRIOR TO OUR MEETING
Connect/update your connections in your personal financial website
Upload documents we may need (i.e. tax return, pay stubs, statements, legal, etc.)
Name
*
First Name
Last Name
Email
*
example@example.com
Submit
Should be Empty: