Don't Waste Your Annual Financial Review

For many, the annual financial review is just a routine- show up, review the numbers, and leave. But what if that hour could be very valuable for your financial life? If you’re not leaving with clarity and confidence, you might be missing out. David explains how to turn your review into a meaningful conversation by asking the right questions, focusing on your plan, and actively participating.

Here’s some of what we discuss in this episode:

🔍 Identifying Bad Reviews: If it’s all one-sided, something’s wrong

✅ Good Reviews: Start with your goals, not your advisor’s agenda

💬 Collaboration: Ask what you want out of the meeting for a better meeting outcome

💡 Review Your Plan: Know your goals and keep track of progress

🗣️ Spouse Involvement: Make sure both partners are heard in the conversation

For additional resources or to contact David, visit us online at http://creativeoneadvisorsgroup.com or call 913-317-1414.