Annual Review – Gets Results!
What is your age?
Overall financially you feel:
In a Holding Pattern
We are happy to draw up a Financial Dashboard (FDB) for you and your family, just ask.
Goals for the next 12 months?
Spend more time with kids/grandkids
Spend in all aspects
Any major financial life changes in the last year:
Got Married or Divorced
Had a Child
New Job/Increase in Income
Lost a parent
Started a business
Took on more debt
Received an Inheritance
More than one of the above
Have you made a healthy choice in the last 12 months?
Lost Weight/Lowered Stress
Picked up a new sport/hobby
Become more mindful in general
Where do you spend your extra money?
No passive income currently
Thinking about a new car or toy
Your Investment Account
Assets that appreciate in general
Have you picked up our latest Cashflow Tracker? We prefer to not call it a budget, no one likes a budget.
Do you have interest in managing your own money?
I am managing my own account
I'm addicted to finances
Did you know we host "do it yourself investment" seminars that include a Happy Hour in the Nest. See our Facebook Page for more details.
Are your beneficiaries correct on your Life Insurance / RRSP / TFSA / Will ?
Need to update beneficiaries
No - everything is updated!
Do you have mortgage life insurance?
Look on your bank mortgage statement for "creditor insurance" "mortgage protection" "life insurance". If you can't find it, ask us we can help.
Are you certain you have the appropriate insurance?
Totally forget why I bought insurance
Somewhat of an understanding
I understand why, but could use a review
100% Yes (I know how much coverage I have, what policy type I have and why)
You know the plan if you were injured or ill and could not work?
Call my parents
I have Disability / Critical Illness insurance
I am not sure what I would do
I have 3 years of salary saved
Did you know there are insurance plans that are 100%% refundable should you not make a claim.
How much of your wealth do your kids know about?
We talk occasionally about it
You would like to teach them
Ever thought about your legacy?
I want to be more charitable
We are very generous already
Our kids are getting enough
Not sure but pondering it thanks
Overall feeling/rating of Serviss Wealth Management?
Rate 1 out of 5
Rate 2 out of 5
Rate 3 out of 5
Rate 4 out of 5
Rate 5 out of 5
What would you like to see more or less of from Serviss Wealth Management?
Any other financial notes to put on your file?
Submit your annual review!
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