Quarterly Plan Review Packet
Open this in Canva, modify for your specific client, and use during a quarterly plan review meeting.
Once you modify this generic quarterly packet once – this will be the main printable for adding your enhanced items to each quarterly plan meeting.
Includes a Cover and Sections for you to include:
- Table of Contents
- Prior Meeting Minutes
- Open Items for Discussion
- Investment Review Report
- *Includes an Investment Review Checklist
- Enhanced Content (for you to add any educational material or additional checklists, policies, etc.)