About this document
Most review meetings spend their first half getting current. What changed, what moved, what numbers are real versus stale. That is time neither of us gets back. This template is the fix.
Fill it in advance. We walk into the session already knowing the facts and spend the time on the decisions. The prep is not long, it is pointed: the sections that most often hide drift, the ones clients most often forget to mention, and the ones that unlock the sharpest conversations.
Use the fillable PDF or print it and write on it. Either way works. Bring it, or upload it to your Legacy Vault before we meet.
What is inside
- Life changes in the last year (job, family, health, housing, state)
- Income changes and any one-time events expected in the next twelve months
- Accounts added, closed, or moved (and whether beneficiaries followed)
- Debt changes (paid off, refinanced, consolidated, newly taken on)
- Insurance: what is still in force, what lapsed, what needs a second look
- Tax posture: last year's return, estimated-tax pattern, withholding accuracy
- Retirement plan contributions year-to-date, and whether catch-up eligibility changed
- Three specific questions you want answered in the next session
Closes with a blank priority sheet: what you most want the next session to move forward.
How to use it
A week before the meeting. Block thirty minutes. Walk the sheet top to bottom. Do not skip the sections that feel obvious. The answers are usually fresher than you think and often different from last year.
Bring the three questions. The last page is for the three things you most want answered. If nothing is written there by the time the session starts, we are going to waste fifteen minutes figuring out what the meeting is about.
Save the completed copy. Upload it to your Legacy Vault after the session. Year over year, the file becomes a short narrative of how the plan has actually moved.
Preview
Tap the cover to open the full 9-page fillable PDF in a new tab.