Annual Review Prep & Life-Change Update — Update / setup form (auth-only) for Financial Advisors. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

A few minutes before your annual review so we make the most of our time together — what’s changed in your life and finances, and what you’d like us to revisit. References and bands only, never account numbers.

What it collects (by section):

• What’s changed — Goals to revisit this year [multi-select: Retirement income / Wealth accumulation / Capital preservation / Education funding / Home purchase/renovation / …]; Goal Time Horizon [dropdown: 0-2 years / 3-5 years / 6-10 years / 10+ years / Mixed/Multiple]; Any change to income sources [multi-select: Salary/Wages / Self-employment / Rental / Dividends/Interest / Pension / …]; Annual Household Income Band [dropdown: <50k / 50-99k / 100-249k / 250-499k / 500-999k / …]; Tax Filing Status (current year) [dropdown: Single / Married filing jointly / Married filing separately / Head of household / Qualifying widow(er) / …].
• Risk & cash flow check — Has your risk comfort changed? [dropdown: Conservative / Moderately conservative / Moderate / Moderately aggressive / Aggressive]; Expected Liquidity Needs (12 mo.) [dropdown: None / Low / Moderate / High / Unsure]; Monthly Savings Target [number].
• Housekeeping to review — Beneficiary Review Due Date [date]; Estate Planning Documents Snapshot [multi-select: Will / Revocable trust / Financial POA / Healthcare directive / Beneficiary designations updated / …]; Performance Reporting Cadence [dropdown: Monthly / Quarterly / Semiannual / Annual / On request].
• For your review — Topics for our review [long text].

Form type: Update / setup (up), auth-only. Niche: Financial Advisors. Deployment: embed.

Best for / surface when: Financial Advisors client workflow — annual review prep & life-change update.