Review Meeting

Sample Agenda: 

  • 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. 

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

© 2020 Promontory Financial Planning. The material provided is for general information, and should not be considered a solicitation for the purchase or sale of any security.

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