Preparing for Your Annual Review Meeting - Cornerstone Financial

As an existing client, there are many items for you to consider when preparing for your annual review meeting. Having all the necessary information about any changes or updates will help your advisor. This will ensure you have the most effective meeting and planning for your current situation. Use the checklist provided to to help prepare for your yearly review.

Download the checklist here.

Contact us for more information or to schedule your annual review.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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