Annual review meetings with your financial advisor shouldn’t just be about investment returns. At Botkin Family Wealth Management, we offer you the opportunity to complete our annual review questionnaire in advance of our annual meeting. This questionnaire allows you to revise your goals, update us on the value of your assets held outside our firm, and jot down specific questions or issues that you would like us to address during our time together. By getting this information to us before we meet, you help ensure that our annual review meetings are a valuable use of your time and provide you with an accurate update on your progress toward your goals.