THANK YOU!
You are scheduled for your upcoming appointment.
We want to be prepared and laser focused to address your needs and concerns.
Please complete the following tasks:
- Login to WealthVision through Account View (click here), and update your non-LPL accounts that are manually added and check to make sure your connections are up to date for your outside linked accounts.
- List any life changing events in your family (change of jobs, new baby, marriage, retirement, death, divorce, etc.)
- List any questions or concerns about your financial health.
- Email #2 and #3 to Dennis.Grinestaff@LPL.com or Sharon.Grinestaff@LPL.com
- Don't forget to bring financial education into your everyday life by getting social! Click the links on the left hand side to stay connected!
For our meeting we will prepare:
- A performance evaluation of your investments.
- A review of your asset allocation.
- Your annual Financial Health Check-Up using our process: The EPPIC Method to Be More Healthy, Wealthy and Wise®