Client Financial Review Meeting Agenda
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Create a comprehensive annual financial review meeting agenda for client [Client Name].

Meeting details:
- Client: [name]
- Meeting date: [date]
- Duration: [60/90] minutes
- Advisor: [name]
- Meeting format: [in person/virtual]

Life changes to address:
- [List any known changes: job, marriage, children, inheritance]

Agenda:

1. WELCOME AND RELATIONSHIP CHECK (5 min)
   - Personal updates
   - Any major life changes

2. FINANCIAL HEALTH OVERVIEW (15 min)
   - Net worth update
   - Cash flow review
   - Emergency fund status

3. INVESTMENT PORTFOLIO REVIEW (20 min)
   - Performance review
   - Asset allocation check
   - Rebalancing discussion

4. GOAL PROGRESS REVIEW (15 min)
   - Retirement savings on track?
   - Education funding
   - Other goals

5. PLANNING UPDATES (10 min)
   - Tax planning opportunities
   - Insurance review
   - Estate planning updates

6. MARKET OUTLOOK (5 min)
   - Current conditions
   - Impact on plan

7. ACTION ITEMS AND NEXT STEPS (10 min)
   - Advisor action items
   - Client action items
   - Next meeting date

Include talking points for each section

Source: https://promptzyo.com/prompt/client-financial-review-meeting-agenda