Have you opened any new financial accounts with other firms since our last review (bank, investment, retirement, etc.)?
Have you paid off or taken out any large loans or mortgages?
Have you changed jobs since your last review?
Do you have any 401ks/pension plans with former employers that you’ve never rolled over?
Has your income changed (new source, substantial increase or decrease)?
Have your living expenses changed (substantial increase or decrease)?
Have you retired since our last review, or do you plan to retire within the next year?
Have your retirement goals changed?
Have there been any children/grandchildren added to your family since your last review?
Have you sold or do you plan on selling any real estate or investment property?
Do you own any investment real estate such as a rental property?
Have you recently sold a business, or plan on selling one soon?
Have you recently purchased, changed or cancelled any liability, life or disability insurance policies?
Do you have any life insurance policies over 5 years old?
Are you interested in long-term care coverage or disability insurance?
Have your estate distribution goals changed (death of a beneficiary, new beneficiary, new charitable interests, etc.) since your last review?
Do you need to set up a will, trust or estate plan, or update an existing one?
Have you executed any new estate planning documents (wills, trusts, powers of attorney, etc.) since your last review?
Have you funded any trusts or other estate planning instruments?
Have you recently received an inheritance or expect to within the next year?
Has anyone you know mentioned to you that they are about to retire, inherit money, sell land or investment property?
Have you recently changed your mailing address, phone number or email?
Are you failing to receive periodic emails from us?
Have you referred anyone to our firm since your last review?
Do you have any other changes or concerns in regards to your financial situation or goals that need to be addressed today?