The SoundView Team is already hard at work preparing for 2023 Annual Review meetings. By early January we will have sent all clients (yes, including you!) a request for 2022 cash-flow information, as well as year-end values of non-portfolio assets and loans.   

The primary objective of the Annual Review meeting is to accurately assess your financial situation and track your progress toward meeting long-term goals. To do this well, we need timely and accurate financial data and appreciate your help in providing the information requested.   

We will review financial reports at the meeting, and discuss important life changes you made in the last 12 months along with any key, upcoming decisions. Ultimately, we want to increase the chances of you achieving your life (and financial) goals — so if there need to be changes made, this meeting is where we’ll talk about them.   

We continue to refine and improve our Annual Review data gathering and reporting processes, so you may notice some slight differences from prior years. That said, the Annual Review meeting's core purpose remains the same: bringing the focus back to long-term planning while keeping our eyes on the path you're walking today.