Conrad Seastrunk, Florence Financial Advisor, Florence Financial Planner, Florence fee only financial planner,
Investment Portfolio Review
How to prepare for our meeting
During our meeting, we will discuss your investment plan, your progress toward your goals, and any personal or financial changes that may have taken place since our last meeting.
Please take a moment to consider the questions below before we meet.
Also, if your personal or financial situation has changed since we last met, please bring with you any documents related to those changes.
Questions concerning your investment goals:
Questions concerning your personal goals:
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Seastrunk Financial Management, LLC and Fidelity Investments are independent companies and are not affiliated. There is no form of legal partnership, agency, affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.