Welcome!

Please complete our L10 Update form below prior to your meeting!

This will serve as a tool to reflect on your year and to help us plan for your future.

Can’t wait to go through this with you at our Review Meeting!

Perfect 10 Update

First and Last Name(s)

Email

Family Headlines - What are some good or impactful changes that happened to/with your family this year?

3 Year Picture - Three years from now, where do you see yourself and what would have to happen for you to feel excited about your progress in working with us?

What dangers, opportunities, and/or strengths do you think could help or hinder you from meeting your goals?

Is there anything specific you would like us to know prior to the meeting?

Protections - this includes property/casualty insurance, liability insurance, disability insurance, and life insurance

Work Optional - where are you in your pursuit for work optional?

Cash Flow - How well are you managing your family's cash flow?

Investment Positions - Is your investment portfolio where you want it to be?

Family Rocks - Rocks are a type of goal we use at Invst. Think about a bucket that you’re taking to the beach, trying to collect rocks. You wouldn’t put the sand and water in before the rocks. Rocks are things that you MUST get done. They should be specific, realistic goals.

What is your first priority rock?

What is your second priority rock?

What is your third priority rock?