It's Time For Your Annual Review Meeting

Your annual review with me doesn't have to be just about performance numbers and account statements. I want to show you how to turn your review into real strategic conversations about your life and what you're working toward. I want to make it meaningful for you and create a plan that works for you.

Come Prepared to Talk About Your Life

Before our meeting, take a few minutes to think about what's changed. Has anything shifted in your family, career, or health? Are you considering a big decision like buying a home, changing jobs, or helping a family member? When you share these updates with me, we can make sure your financial plan actually supports what matters to you.

Start with What Matters Most

When we sit down together, let's begin by talking about your goals. Have your priorities shifted? Does retirement feel closer or further away than it did last year? Are you more or less worried about certain risks? These conversations help me understand where you want to go, so we can treat your portfolio as a tool to get you there—not just a scoreboard.

Look Beyond the Numbers

Yes, we'll review how your investments performed, but what really matters is whether you're on track for what you want to accomplish. Are you still headed toward your retirement income goal? Are you prepared for your kid's college costs? If we've had a bumpy year in the market but you're still on pace, that's actually good news.

Cover All the Planning Pieces

Your annual review is the perfect time to bring up tax planning opportunities, insurance coverage, and cash flow questions. Don't wait until December to think about tax strategies or wonder if your disability insurance still makes sense. I'm here to help you connect all these dots throughout the year.

Leave with Clear Next Steps

We should end every meeting so you know exactly what happens next—whether that's updating your beneficiaries, meeting with your estate attorney, or adjusting your savings rate. I'll help you so nothing falls through the cracks.

Here's the bottom line: When your annual review feels like a real planning conversation—focused on your life, informed by your numbers, and leading to clear actions—you'll see me as a true partner, not just someone who manages your money. In a world where apps can build you a portfolio, that personal connection and strategic guidance is what makes all the difference to me.