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Stephens | Heffner Financial Partners
Annual Review Checklist
Name*
Email Address*
Cell Phone*
Which financial professional are you working with? -- Select One --Brad StephensJason HeffnerDeb FehlKolton KnoxBrett MillerAny/Unsure
It's been a while. Let's connect and make sure you're on track. Please let us know what's changed since we last spoke, as well as topics you'd like to discuss.
Since our last review, I've:
Changed my address
Retired
Entered a new Business/Occupation
Had/adopted a child, or am expecting
Bought a home/Sold my home
Change in health
Change in marital status
Changed will / Made out a will
Changed Beneficiaries
Acquired Group Insurance
Quit Smoking Dipping Vaping
Other
I'd like to discuss:
Comprehensive fee-based financial planning
My investments
Retirement planning
IRAs/pensions
College education planning
Life insurance, disability insurance and long-term care insurance
Insurance for my spouse / child
Retirement rollover options
Estate planning
Other
What's the best way to connect? I can:
Call you - we'll discuss it over the phone or schedule a time to meet.
Email you - to schedule a meeting time.
Thanks for your trust and your business.
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Thank You. We will be in touch soon.
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