Annual Review | Meridian Financial Advisor - Next Level Wealth Planning

Name

First

Last

Have there been any significant changes in your personal or financial life over the past year? (e.g. income changes, received inheritance, gifting)

Yes

No

If yes, please describe:

Financial planning is getting really clear about your current situation and knowing the direction you want to go. Do you feel like you are clear in your direction?

Yes

No

If no, please provide how I can help you feel more clear in the plan:

Have there been any changes in your employment or income over the past year?

Yes

No

If yes, please provide details:

What other financial assets do you have that need to be included in our financial planning calculation?

If you are currently saving money in a company retirement plan (401K, etc), please answer the following:

Current Balance(s):

Current Contribution Percentage(s):

Current Company Matching Percentage(s):

If you have any debts or are still paying on your mortgage, please list the type of debt, balance and payment amount:

Do you have any questions regarding your insurance policies (e.g., life, health, disability, long-term care)?

Yes

No

If yes, please specify:

Regarding your Estate Planning, which of the following have you completed?

Last Will & Testament

Revocable Living Trust

Need to discuss

Regarding Tax Planning, who is your accountant/tax preparer?

My accountant is:

I am looking for a new accountant

N/A

Do you anticipate any additional withdrawals from your investment accounts in the next year?

Yes

No

If yes, please describe:

Would you like to schedule a meeting with Chad?

Yes (Links to schedule will be provided after you submit questionnaire)

No meeting is needed at this time

What would you like to discuss during our meeting?