Client Review Checklist

Important:

In order to help you set and reach your financial goals, I like to touch base with you periodically. Please look over the list below. Check any areas that you would like to discuss or things that may have changed since we last met.

Provide contact information and any comments for clarification of your needs or desires.

Since our last review, I have / I am...
I would like to discuss...
Contact information
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Phone Numbers:

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