Keystone Financial Group

Before we meet

A few quick questions, so we can make the most of our time together. It takes about 3 minutes. Answer only what you'd like to.

1.Any big changes since we last talked?

Family, work, health, home: weddings, grandkids, moves, new jobs…

2.Any change to your work situation or retirement timeline?
3.Any large expenses coming up in the next 12 months?

Trips, home projects, a car, gifts to family…

4.Is anyone relying on you for financial or caregiving support, or are you helping care for a parent or loved one?
5.Have you updated your will, powers of attorney, or beneficiaries since our last meeting?
6.How are you feeling about retirement and your finances right now?
7.What's the one thing you'd like to make sure we cover?
›Tell us more (optional)
Has anything changed with your health or a family member's that we should know about?

Optional. A sentence is plenty; we'll follow up in person.

Any family members you'd like to include in future planning conversations?
What are you most looking forward to in the next year?
Is there anything you want your money to do for your family or causes you care about?
Anything about how we work together you'd like us to do differently?
Anything you'd like to ask us but haven't?

Your answers go only to the Keystone Financial Group team. Please don't include account numbers or Social Security numbers.