Hello! Thanks for taking a few minutes to answer some questions regarding our upcoming annual review.
I'm looking forward to catching up! The answers to these questions will help guide our conversation and will give me a chance to prepare for our meeting ahead of time. So please be as accurate as you can, there are no "wrong" answers. Thanks again! See you soon!
-- Daniel H. Gilbertson, CFP®, CRPC®, RFC®, AIF® | Vice President