Client Review Checklist

Clients Name:


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...

Change Address

Change Beneficiaries

Changed My Will/Made Out a Will

Entered New Business/Job

Changed My Marital Status

Had a Child

Expecting a Child

Acquired New Debt/Mortgage Increase

Quite Smoking

Changed My Number of Dependents

Experienced a Change in Health



I would like to discuss...

General Financial Review

Review My Life Insurance

Disability Income Insurance

Review My Investments

Mutual Funds

Annuities Fixed & Variable

Money Market Funds

Spouse/Child Insurance

Mortgage Protection with Life Insurance

Juvenile Gifting

Retirement Income


401(k)/Pension Rollover

Estate Planning

Long Term Care Insurance

College Savings

Please Check One:

Call Me     Call to Schedule Appointment     No Need to Contact Me


Email Address:

Phone Numbers:

Home Phone:     Work Phone:


    Cell Phone:     Best time to call: