Important information needed prior to our upcoming review

To properly prepare for your review, I need to know about your views, goals and current situation. Please take a few minutes to review and reply to the following questions...ideally, a week in advance of our meeting. We appreciate your commitment and cooperation.

What is your full name?

Do we have all of your current contact information?

What life events might we consider planning for?

  Check if applies
Major purchase (e.g., home, car, over $20k)
New job
Transitioning into retirement
A death in the family
Settling an estate
Caring for an aging loved one
College expenses
Grandchildren
Marriage
Divorce
Sale of business
Relocation

How confident are you that your will and/or trust, healthcare proxy and power of attorney are all in good order?

Would you like us to show you our innovative solution for documenting your final wishes?

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