Agenda for Mr. & Mrs. Jones
February 6, 2015

Welcome / Review

Health

Cash Flow

Major Life Changes

Economic Overview (add 2-3 things)

2014 Market Results

Review of 2015 Tax Planning Strategies

Portfolio Results & Changes (use client statements)

Review of Any Outstanding Financial Items (list if possible)

Discuss New Services/Changes

Upcoming Events

Ability to Add Friends to Mailing list

Discuss timeframe for Next Appointment