FOCUS STRATEGIC SOLUTIONS

Let's Look at the Bigger Picture

Before we sit down together, take a few minutes to catch me up.

Nothing here needs to be perfect or complete... it simply helps me make our time together count. The real conversation happens when we meet.

Since we last connected...

Life moves fast, and the little changes are easy to forget. Check anything that's happened since we last talked... even if it seems small.

We moved, or bought or sold a home or other real estateWe sold or closed a business, or sold another major assetWe refinanced our homeA job change, retirement, or a change in incomeA marriage or divorce in the familyA new baby, adoption, or grandchildWe lost a loved oneA parent or family member now needs extra care or assisted livingA serious illness or major medical expense in the familyWe received a gift or an inheritanceWe opened, moved, or rolled over accounts somewhere elseChanges to wills, trusts, or beneficiariesStarted (or wondering about starting) Social Security or MedicareSomething else worth mentioning

Checked something above? Tell me a little more here...

What would you like us to look at together?

Check any areas you'd like to spend time on... or leave this blank and we'll walk through everything.

Taxes and Roth conversion opportunitiesRetirement income... making sure the paycheck lastsHow my nest egg is invested and allocatedLife insurance coverage and costsLong-term care planningHealth accounts (HSA, FSA) and Medicare choicesEstate documents and beneficiary designationsCollege or education savings for kids and grandkidsCharitable givingBusiness planning

Now the part I care about most...

What's been on your mind lately when it comes to money or the future?

Is there anything your money is NOT doing for you that you wish it were?

Anything worrying you... big or small?

I'll review everything before we meet so our time together is focused on YOU.