Green Fairways Wealth Management | Venice, FL - Pre-Meeting Survey : greenfairwayswm.com

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Website Meeting Survey Topics

Please complete the Pre-Meeting Survey and submit prior to your appointment. The information you provide helps us to have a productive meeting that is focused on the issues that are most important to you.

COMPREHENSIVE REVIEW – I’d like to schedule a meeting to review my accounts
INVESTMENT PLAN – I’d like to see how my plan is tracking in relation to my goals
BLIND SPOTS – Review my investments to see if there are any areas of concern
RETIREMENT INCOME PLANNING – Discuss income needs in retirement
PRE-RETIREMENT PLANNING – Look at retirement assets/ company benefits and contributions
IRA/401k – Discuss the options with my retirement plan
ANNUITY REVIEW – Meet to review my annuity(s) and discuss options
INSURANCE REVIEW – How am I protecting my life/ health & financial well-being
LONG-TERM CARE INSURANCE – Do I need it and what are the options
EDUCATION PLANNING – 529 Plans
ESTATE – Meet to discuss estate planning strategies and review beneficiaries
JOINT MEETING – I’d like to schedule a meeting in coordination with my CPA or Attorney
FAMILY – I’d like to schedule a meeting with my children to discuss budgeting and investing
LEGACY – Multi-generational meeting
PHILANTHROPY – Discuss options for philanthropic giving for my portfolio
ELDERCARE – I’d like to meet to discuss aging issues
HOUSING – Plan for and discuss future housing options with aging
SUCCESSION PLANNING – Business Continuity
OPERATIONS – Help with online access or Bill Pay on my account
STATEMENT REVIEW – I’d like to schedule a meeting to review my account statements

I am not a client but I am interested in scheduling an Initial Consultation Meeting

This information is intended for use only by residents of (AL, CA, CT, FL, GA, HI, IN, KS, KY, MA, ME, MI, MN, MO, NC, NH, NV, NY, OH, SC, TN, TX, VA, WA, WI, WV). Please consult with each individual Financial Advisor listed on this site to understand what states they are licensed to transact business.