Meeting Agenda

for Robert Gomez

Date: Preferred Contact Frequency:

5/17/2021 6 Months

Time:
2:00 PM

Appointment Type:
Phone

Client Services Review

What’s on Your Mind?

Your questions
Review agenda

Review Your Financial Foundation

Comfort with risk
Current goals
Portfolio and account selection
Investment performance
Understanding your costs

Your Other Needs

Preparing for Retirement
Planning Your Estate or Inheritance

Recommendations

Additional Topics to Discuss

Beneficiary Review
Contact Information and Verification

The office of:

Catherine Dresbach, AAMS®
Financial Advisor
28 N MULBERRY ST
CHILLICOTHE, OH 45601
740-775-5630

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