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* 1. Client name(s)

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* 2. Date of Review

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* 3. What are 3-5 primary areas that you would like to discuss in our meeting?

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* 4. What changes have occurred in your life since our last discussion that we need to know? (Job/business, family members, income, health, inheritance, residence, etc.)

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* 5. What are your top financial goals for the next 6-12 months?

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* 6. What are your top long term financial goals?

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* 7. What are the biggest concerns or threats toward you accomplishing any of the goals above?

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* 8. What are other non-financial goals that would be helpful for me to know about?

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* 9. Select any of the following additional discussion items:

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Phase Four Financial Solutions and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr Ste 200 San Diego, CA 92130.

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