Review Meeting

Sample Agenda: 

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• Life: How is life going for you and your family? 

• 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, Future Tax Reduction Strategies.

• New Business/Recommendations or Portfolio Adjustments.

• Are We Serving You Well?

  • What else can we do to better serve you?

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

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If you need to send us any documents prior to our meeting, please upload files using this Secure Link:  PFP Review Meeting