Client Pre-Review Meeting Update Questionnaire

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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:

Estate - Wills/Trusts, etc.

Investment allocation

Investment contributions

Disability Insurance coverage

Mortgage issues

Pension considerations

Life insurance coverage or beneficiary review

Investment beneficiary changes

Prior employer retirement accounts

Long-Term Care insurance (Self or parents)

Future retirement income concerns

Future financial situation changes (Inheritances, etc.)

Other (please specify)

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.