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Prepare for your yearly financial review

Prepare for your yearly financial review

AI assistant

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Let’s get you ready for your yearly check-in with your financial adviser so you can feel confident and make the most of your money. We’ll help you prepare to ensure your review actually helps you reach your goals and stay on the right side of the rules.

Hi! I'm here to help you get ready for your annual financial review. By sharing any updates about your life or finances, your adviser can give you the best possible guidance. Let’s start with your first name, and then we’ll go through a few quick questions.

Remember:

  • I won’t give advice—just collect info for your adviser.
  • Don't share any detailed information with me. You can do that when you meet with your adviser
  • I can email you a summary afterwards for your records.
  • Please start by telling me your name.

Try asking me about...

What kind of changes should I tell you about?

I got married this year—do you need those details?

Can we skip this? I’d rather just talk to my adviser.