Meeting Preparation

First Name

Last Name

What concerns and/or questions you would like to focus on in your review?

Review the ASSUMPTIONS made in your last plan or review - any changes on key dates, expenses, income,etc?

Please be as specific as possible.

Review the RECOMMENDATIONS from your last plan or review - anything left uncompleted? Any concerns?

Please gather the following:

Most Recent Tax Return (if not provided previously)

I have nothing new to submit

All statements we do not have access to including COST BASIS info and Money Market/Savings/CD balances

Please have Kathy send me a secure upload link

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