Annual Review Questionnaire

Welcome to Your Annual Review

Please verify you’re human to begin.

This questionnaire collects personal and financial information. Verification helps us ensure legitimate access.

Verified

Tell us what’s changed

Please update us on your situation and any life changes that have taken place or may be anticipated.

Client Information

Primary Client Name Please enter the primary client’s name.

Spouse / Partner Name

Today’s Date Please confirm today’s date.

I have a new home / mailing address

New home / mailing address

Preferred Email Address Please enter a valid email address.

This is a new / updated email address — please update our records

Life Events & Financial Snapshot

Further Explanation

Use the space below to expand on any items you checked above, or to share any questions for your advisor. Please keep your response under 3,000 characters.

Schedule a Review

Would you like to schedule a review?

Yes No Wait until the next review

How would you like to have the review?

Virtual via Zoom Over the phone In-person Available for 1st review or after a significant life event (recent retirement, health, moving)

By submitting, you confirm the information above is accurate to the best of your knowledge. A completed PDF will be sent to C2 Private Wealth and a confirmation will be sent to your preferred email.

Thank you

Your annual review questionnaire has been submitted. Our team will follow up with you shortly.

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Welcome to Your Annual Review

Tell us what’s changed

Personal Events

Employment Events

Retirement Plan Changes

Cash Flow

Engagement

Ages & Retirement

Balances

Thank you

Something went wrong

Still there?