Issues to Consider in a Client Annual Review Meeting

The following download is one of the flowcharts and checklists we’ve created to help advisors be more diligent in their planning process. 

This checklist covers 40 of the most important planning issues to identify and consider during a client annual review meeting. It’s structured as follows:

• Cash Flow Issues
• Asset & Debt Related Issues
• Insurance Planning Issues
• Tax Planning Issues
• Long-Term Planning Issues
• Other Issues