Daines Financial
Client Review Checklist
Name (required)
Important:
In order to help you set and reach your financial goals, I like to touch base with you periodically. Please look over the list below. Check any areas that you would like to discuss or things that may have changed since we last met.
Provide contact information and any comments for clarification of your needs or desires.
Since our last review, I have / I am...
Change Address
Change Beneficiaries
Changed My Will/Made Out a Will
Entered New Business/Job
Changed My Marital Status
Had a Child
Expecting a Child
Acquired New Debt/Mortgage Increase
Quite Smoking
Changed My Number of Dependents
Experienced a Change in Health
Other:
Other:
I would like to discuss...
Experienced a General Financial Review
Review My Life Insurance
Disability Income Insurance
Review My Investments
Mutual Funds
Annuities Fixed & Variable
Money Market Funds
Spouse/Child Insurance
Mortgage Protection with Life Insurance
Juvenile Gifting
Retirement Income
IRAs/Pension
401(k)/Pension Rollover
Estate Planning
Long Term Care Insurance
College Savings
Contact information
Please Check One:
Call Me
Call to Schedule Appointment
No Need to Contact Me
Email (required)
Phone Numbers:
Home Phone
Work Phone
Cell Phone
Best time to call:
Your message
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