Hello, Thank you for scheduling your next review meeting. Please fill out the short questionnaire below which Chuck would like you to complete and send back to us prior to your upcoming meeting. Thank you for your time and attention to this.

STRATEGY MEETING QUESTIONS

Name

Phone

1. Are there any questions or concerns you would like me to address at our meeting?

2. Are there any changes in your personal values or financial situation that I should be aware of? (Loans, CDs maturing, Births, Promotions, Inheritances, etc…)

3. Do you anticipate any major expenses or purchases for the coming year?

4. Have you had any significant changes in your monthly income and/or expenses in the past year?

5. What other things would you like to cover during our meeting? Any changes in your long term goals? Please review the STRATEGY MEETING checklist to assist with the planning topics you would like addressed.

You Have Questions. We’ve Got Answers.

STRATEGY MEETING QUESTIONS