Has Anything Changed?

Please check any items that apply to the past year. This helps us keep your plan current — even between scheduled review meetings.

Client Name

Date Completed

Life Events

Marital status change Marriage, divorce, or separation

New addition to the family Birth, adoption, or a dependent you're now supporting

Death of a spouse, family member, or beneficiary

Health change — yourself or a family member Illness, disability, or long-term care need

A child entering college or leaving home

Notes (optional)

Employment & Income

Job change or significant compensation shift New employer, promotion, salary change, or bonus structure

Retirement — actual or anticipated in the next 1–3 years

Business ownership change Started, sold, or transitioned a business

Change in your spouse or partner's employment or income

New or changed employee benefits 401(k), pension, stock options, or health coverage

Notes (optional)

Major Financial Moves

Home purchase, sale, or refinance

Inheritance or large financial gift received

Large, unplanned expense or financial setback Medical bills, legal costs, or other significant outflow

Significant new debt taken on Mortgage, loan, or credit obligation

Accounts or assets held outside our relationship New 401(k), rollover, or accounts I should know about

Notes (optional)

Goals & Priorities

A financial goal has changed or been accomplished New savings target, updated timeline, or a goal you've crossed off

My comfort with investment risk feels different than it used to

I want to revisit my estate planning or beneficiary designations

I have a question or concern I haven't brought up yet

Nothing significant has changed — please update my file accordingly

Notes (optional)

Update my file only Log my responses and keep them on record. No follow-up needed at this time.

I'd like to schedule a call Nicole will reach out to find a time, or you can schedule directly below.

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