Review Meeting

Sample Agenda: 

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• Verify contacts, emails, photo (CRM), Newsletter

• Health: Any Changes?

• New Financial/Life Goals?

• New Issues/Concerns?

  • What’s Important to You?

• Portfolio & Plan Review

  • Net Worth, Investment Account Review, Retirement Cash Flow Analysis

• Taxes

  • IRA/Roth Conversions, QCD, Tax Management

• New Business/Recommendations

• Are We Serving You Well?

  • What Else Can We Do?

  • We grow buy doing an excellent job for our valued clients and them introducing us to others. 

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