Existing Clients
Semi-Annual Review
Regular reviews are crucial to ensuring your financial plan remains aligned with your goals and risk tolerance. At Prescott Private Wealth, we prioritize your financial well-being and believe in the importance of conducting comprehensive annual reviews.
Importance of Annual Reviews
1. Reviewing Your Risk Profile:
Your risk tolerance can change over time due to various factors such as market conditions, life events, or changes in your financial situation. Updating your risk profile helps us ensure that your investment strategy continues to align with your comfort level and long-term objectives.
2. Portfolio Review:
Reviewing the portfolios managed by Prescott Private Wealth allows us to assess performance, make necessary adjustments, and ensure that your investments remain on track to meet your financial goals.
3. Integrating External Assets:
If you have assets outside of Prescott Private Wealth, it’s essential to review these as part of your overall financial strategy. Please send us a statement of these assets at least 3 days prior to your review.
Schedule Your Annual Review
To schedule your annual review, please use the link below. Once you schedule your appointment, you will receive an email with individualized links to update your financial information and risk profile. Please complete these updates within 24 hours of receiving the email to ensure a productive review session.
Steps for a Successful Annual Review
1. Schedule Your Appointment:
- Use the link above to book a time that suits you.
- Ensure your appointment is scheduled at least 3 days from today to allow time for preparation.
2. Send External Asset Statements:
- If you have assets outside of Prescott Private Wealth, email your statements to Drew at least 3 days before your appointment.
3. Update Your Information:
- After scheduling your appointment, you will receive an email with links to update your financial information and risk profile.
- Complete these updates within 24 hours of receiving the email.
4. Review and Prepare:
- We will review your updated information and prepare for your annual review session.
Stay Informed and Connected
Keep up with the latest financial insights and updates by tuning into our radio program, "Your Money Matters," live on WGY 810AM and 103.1 FM at 11AM every Sunday. You can also explore our library of archived radio shows, podcasts, and videos available on our homepage under Media.
We look forward to helping you achieve continued financial success and security through our comprehensive annual reviews.