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

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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