Client Check-In • 2026

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2026 Client Update + Planning Priorities

As your life changes, your financial plan should stay current. This short check-in helps us confirm your details, note updates, and focus our next conversation on what matters most.

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Step 1 of 5

Company

Section 1 — About You

Please confirm the basics so we can keep your file current.

Full NameRequired

Please enter your full name.

Preferred EmailRequired

Please enter a valid email address.

Best Phone NumberRequired

Please enter your best phone number.

City + StateOptional

Section 2 — Contact & Life Updates

Select anything that has changed since we last spoke.

Have any of the following changed since we last spoke?

Required

Mailing address Email address Phone number Other (please specify)

No changes

Please select at least one option.

Please share the updated information (only what changed). Conditional

Shown when anything other than “No changes” is selected above.

Have there been any life changes that could affect your planning or accounts?

Required

Marriage / divorce New child or grandchild Job change Significant income change (up or down) Beneficiary change (desired or needed) Major move (primary residence) Loss in the family Other (please specify)

No changes

Please select at least one option.

Brief details (optional, but helpful):Optional

Section 3 — What You Want Help With This Year

This helps us focus your next conversation on what matters most.

What would you like to focus on over the next 12 months?

Required

Reviewing my investment strategy / allocation Consolidating old retirement accounts (401(k), IRA, etc.) Opening a new investment account Updating or building a comprehensive financial plan Tax planning strategies (including Roth conversion planning) Protecting income / family (life, disability, long-term care) Reviewing existing insurance coverage Education funding for children/grandchildren Legacy planning (beneficiaries, estate coordination) None right now Other (please specify)

Please select at least one option.

What’s your #1 question or concern right now?

Required

How current economic conditions affect my plan Whether I’m taking the right amount of risk Preparing for a major life change (retirement, job change, family shift) Reducing complexity—getting more organized I feel on track and don’t have major concerns right now Other (please specify)

Please choose one option.

If we offered estate planning support (wills/trusts) for an additional cost, would you like to learn more?

Required

Yes, please send details Maybe—let’s discuss at my next review No, not at this time

Please choose one option.

Would you like to learn about self-directed options inside your employer plan (401(k)/403(b))—if available?

Required

Yes No Not sure what this means (please explain)

Please choose one option.

Do you have any old 401(k)s or IRAs you’d like to consider rolling over / consolidating?

Required

Yes No Not sure

Please choose one option.

Where are they currently held? (Company names are fine.)Conditional

Shown when you answer “Yes” above.

Section 4 — Beneficiaries & Family Connection

A quick check to help keep beneficiary details aligned with your intent.

Would you like to review or update beneficiaries on any account or policy?

Required

Yes No Not sure / please help me confirm

Please choose one option.

Would you like us to provide education/support for your family (adult children/beneficiaries)?

Required

Yes—please reach out and introduce your team (I’ll share contact info separately) Yes—add them to educational emails (I’ll share contact info separately) Not at this time Please remind me at my next review

Please choose one option.

Section 5 — Timing & Next Step

If you’d like a review, this helps us reach out with good options.

Are you within 5 years of retirement?

Required

Yes No Already retired Not sure

Please choose one option.

Would you like to schedule a review?

Required

Yes—within the next month Yes—in 2–3 months Yes—in 3–6 months Not at this time

Please choose one option.

What days/times typically work best?

Conditional

Weekday mornings Weekday afternoons Weekday evenings Flexible Other (please specify)

Shown when you select any “Yes” option for scheduling above.

Anything else you’d like us to know?Optional

Thank you—your update has been received.

If you requested a review, our team will follow up shortly. If account updates are needed (address, beneficiary updates, etc.), we’ll contact you with the next step.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.