Issues To Consider In Client Annual Review Meeting

It’s that time of year again when we get together to review your financial plan to make sure we’re staying on top of your goals. 

To make your conversation more meaningful I’ve put together a checklist below of different questions you can explore in the coming year. For example,

• Have there been any changes to your cash flow? 

• Do you expect any big expenses in the next year?

• Do you think your investment tolerance has changed? 

• New Job

• Inheritance?

• Death in the family

• Beneficiaries

No matter what, an annual review meeting is a great chance to address any concerns. After looking over the checklist, let’s book a call or meeting to chat through any questions you may have. 

Don’t hesitate to contact us and schedule a time to discuss this further Schedule Here

Sincerely,

Rockwall Wealth Advisors