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:

 

  • Are there any adjustments to your goals, or do you have new goals or previous goals that may no longer be important?
  • Do you have questions related to your investment plan, including asset allocation or plan management?
  • Are there any questions you'd like to discuss that are related to the market, the economy, specific investments, or asset classes?
  • Have you had any changes to your income, expenses, spending needs, or your ability to save or repay debt?

 

Questions concerning your personal goals:

 

  • Have you experienced family changes such as a birth, death, marriage, or health changes?
  • Have you received additional income or assets such as an inheritance or bonus?
  • Have you paid off any significant loans or eliminated any expenses?
  • Have you purchased new financial products such as insurance or investments, or opened new accounts?

 

 

 

 

 

 

 

 

 

Copyright ® 2020 Seastrunk Financial Management, LLC

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.

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