Annual Client Review

This checklist covers 40 of the most important planning issues to identify and consider during our client annual review meeting. It’s structured as follows:

  • Cash Flow Issues and Budgeting
  • Asset & Debt Issues
  • Insurance Planning Issues
  • Tax Planning Issues
  • Long-Term Planning Issues
  • Other Issues

Our purpose is to keep you on the correct path and avoid failure by detours which may seem attractive but are only flashy distractions from achieving your goals.