FINANCIAL ROAD-MAP® UPDATE MEETING

Four months following the date of your previous meeting, you will return to our office for a Financial Road-Map® Update Meeting. It is at this meeting each year that we will update your comprehensive lifetime written financial plan and will fully review the step-by-step plan of action created by our team of experts with you. In order to continue to do the best job for you, sixty days prior to the Financial Road-Map® Update Meeting, you’ll receive the most up-to-date copy of the Confidential Financial Planning Questionnaire (PDF). Please review it for missing or new information and return it within thirty days. At this time, we will also send you a Life Satisfaction Questionnaire (PDF). You will do this each time to track the areas that you can work on to be most satisfied in life. We also request you bring in up-to-date pictures or articles of the goals or milestones you have accomplished or added into your life. In addition, you will receive confirmation of the next meeting date, so please bring your calendar.