Make your annual financial check-up count

What we’ll cover together

During your financial check up, we’ll walk through the essentials that keep your plan clear, current, and aligned with your goals.

• Performance & Market Context: A look at recent market trends, what happened, and what it means for your plan.
• Portfolio Snapshot: Review your holdings, returns, and how your allocation stacks up against your goals.
• Rebalancing Guidance: Recommendations to keep your investments aligned and on track.
• Personal Information Updates: Ensuring your details are accurate for smooth, seamless service.
• Life Events & Opportunities: From a new job to buying a home, inheritance, or early retirement planning—we’ll factor it all in.
• Fees & Reporting Preferences: Clear insight into costs and how you’d like to receive updates.

How to prepare (quick checklist)

• Share any new documents or updates: Bring along recent statements or details we should know.
• Highlight changes in goals or cash flow: Whether big or small, every change helps us keep your plan aligned.
• Bring your questions: From performance to service to next steps—we’ll make sure they’re answered.
• Relax: Show up ready to share in the conversation and we’ll keep things simple, clear, and actionable.

Book your annual review

Keep your financial plan up to date and your investments on track. Schedule your yearly check up with our advisors — offered in partnership with Aviso Wealth.

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