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01

Over the last year, have you had any material changes in your household income or expenses?

02

Have you had (or do you foresee having) any life changing events such as a job change or divorce?

03

Over the last year, has your family membership changed (i.e. lost a loved one, had a baby, had an aging parent move in)?

04

Are you considering acquiring a new asset or selling an existing asset (i.e. real estate, company stock, or business)?

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CLIENT REVIEWS

Help us tailor your upcoming review

Answer a few quick questions to help us personalize your client review for this season.

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2
3
4
Yes

IF YOU ANSWERED

yes

to any of the questions above:

Given the changes that have occurred over the last year, we recommend that you schedule a virtual or in-person meeting so that together we can update your financial plan. Click below to schedule your review. After completing your booking, please email us details (including documentation) on the changes that we need to address at our meeting.

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NO
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IF YOU ANSWERED

to all of the questions above:

no

Since there were no material changes in your financial picture last year, we recommend that you schedule a virtual meeting or teleconference for your review. During this meeting we will focus our time on reviewing your portfolio and tracking the progress of your financial goals.

COMPREHENSIVE REPORT

Want a report instead?

If your schedule is not conducive for holding a review at this time, Giving Tree Wealth Advisors is happy to email you a comprehensive report which will provide with a year-end portfolio review, personalized net worth statement, and updated financial projection. The detailed report will contain an executive summary highlighting key updates including recommended actions you should take in the coming year.

Thanks for submitting!

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