Pre-Review Meeting Questionnaire Name(Required) First Last Email(Required) Since the last time you met with your Financial Planner, have you experienced any of the following major life changes? Retirement Career change / job loss Sold / bought a home Moved to a new city Experienced a significant injury or illness Death of a loved one Marriage Divorce Pregnancy and/or given birth Child beginning higher education Other Please explain other major life changes.Have you experienced any unexpected expenses in the past year? Yes No Please explain other unexpected expenses.Are you preparing for any specific short term goals such as home projects, vacations, car purchase, etc? Yes No Please explain any specific short goals.With your most recent tax return, did you experience any problems or unusual circumstances you would like to discuss further? Yes No Please briefly explain any problems or unusual circumstances with your most recent tax return.Lastly, what do you want to make sure you and your Financial Planner cover during your Annual Review? Retirement Projections Portfolio Performance Report Economic Outlook Education Savings Tax Planning Estate Planning / Beneficiary Review Social Security Claiming Pension Claiming 401(k)/403(b)/457(b) Investment Allocation/Contribution Amounts Charles Schwab Tech/Admin Support Other If there are other things you would like to cover with your Financial Planner, briefly describe them here. Δ
