Client Annual Review - Pension Financial Group

Helping You Make the Most of Your Financial Future

Thank you for taking a few minutes to complete this short questionnaire. Your answers will help us prepare for your annual review and ensure our conversation focuses on what matters most to you—your goals, your concerns, and the next steps in your financial journey.

Your Privacy Matters

All information you provide is kept confidential and used exclusively to support your financial planning and advisory relationship with us.

Let’s Get Started!

Click Next to begin your Annual Client Review Questionnaire.

Who Is This Review For?

Your Name

First Last

Your Spouse

First Last

Your Current Financial Situation

Have there been any major changes to your financial situation in the past year, or do you expect any in the year ahead?

No changes

Yes, we should discuss changes

Please describe any changes (income, expenses, debt, large purchases, job changes, etc.).

Your Comfort with Risk

Has your comfort level with investment risk changed?

No Change – I’m comfortable with my current investment risk.

Yes, let’s review this when we meet.

Is there any other information you would like to provide?

Your Goals and Objectives

Have any of your financial goals changed in the past year?

No changes

Yes

If yes, please check all that apply

I’d like to save more

I’m planning a major purchase (home, car, etc.)

I’m planning to retire soon.

I’ll have education expenses soon.

I’d like to update my will, trust, or estate plan

Other

Please provide any additional information

Investment Allocation / Holdings

Are you still comfortable with your current investment mix?

Yes

No, I’d like to discuss this with you.

Please describe concerns

Account Restrictions / Instructions

Would you like to add or update any investment restrictions or special instructions to your accounts?

No

Yes, I’d like to update the following:

Please describe the restrictions / instructions you'd like to discuss

General Comments

Is there anything else you’d like to discuss during your review meeting?

No

Yes, I'd like to discuss the following:

Please describe any other items you’d like to discuss.