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Newsletter
2017 1st Edition (Other Editions)
PERIODIC PLANNING REVIEW AGENDA
REVIEW THE PLANNING PROCESS TO DATE
Are There any Changes in Situation or Objectives?
Have There Been Alternate Suggestions by Advisors?
Special Areas not Previously Implemented
REVIEW OF THE LAST IMPLEMENTATION SUMMARY
AThe Items That Have Been Accomplished
Decisions to Change or Amend the Implementation List
REVIEW RECENT INVESTMENT PERFORMANCE
Assets That Should be Sold
Assets That Should be Acquired
Assets Where Holdings Should be Increased
SPECIFIC ITEMS TO BE ACTED UPON
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ADDITIONAL INFORMATION REQUESTED
Items of Interest and General Curiosity
Information Necessary for Certain Decisions
ACTION STEPS
The Advisor's Next Action(s) to be Taken
The Client's Next Action(s) to be Taken
Next Meeting Date for Monitoring ___________________