Broker Check

Financial Planning: Preparing for your Annual Financial Review

Preparing for your Financial Meeting

  • Log into your Wealth 360 site
  • Completed the Wealth 360 Questionnaire with updated goals, future expenses & financial priorities
  • Reviewed assigned tasks and marked off completed items
  • Reviewed updated and returned documents in upcoming meeting folder
  • Refreshed any outdated connections with your financial institutions for assets & liability accounts
Go to Wealth 360