*by Kevin Rigg, Director of Financial Life Planning, Lead Advisor, CFP®, CPA*

The SoundView Team is already hard at work preparing for 2024 Annual Review meetings. In early January we will send all clients (yes, including you!) a request for 2023 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 gather information needed for tracking 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, but also plan to discuss important life changes you have made in the last 12 months and any key, upcoming decisions. Ultimately, we want to increase the chances of you achieving your life (and financial) goals; the Annual Review is a great opportunity to assess progress and determine if any changes need to be made.

We continue to refine and improve our Annual Review process, but the 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. 