--- title: Annual Review Checklist | Exchange Capital Management description: Download our free checklist, and make sure you are checking all the boxes when it comes to your financial well being. image: https://www.exchangecapital.com/hubfs/Website%20Redesign%202020/ECM%20Office%20Photos%20(Blue)/ECM%20lobby%201%20(blue).jpg --- [![Exchange Capital Management](https://www.exchangecapital.com/hs-fs/hubfs/Logo/ECM_Hi_Res_Logo-white.png?width=1200&height=482&name=ECM_Hi_Res_Logo-white.png "Exchange Capital Management")](https://www.exchangecapital.com?hsLang=en-us) [(734) 761-6500](tel:7347616500) [![Login](https://no-cache.hubspot.com/cta/default/2173418/e02bd15b-bd22-432e-ac6a-09b06bed4731.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/e02bd15b-bd22-432e-ac6a-09b06bed4731) [![WealthyStreet Academy](https://no-cache.hubspot.com/cta/default/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93) ** ** ** [![Exchange Capital Management](https://www.exchangecapital.com/hubfs/Logo/ECM_Hi_Res_Logo.bmp "Exchange Capital Management")](https://www.exchangecapital.com/?hsLang=en-us) [(734) 761-6500](tel:7347616500) [![Login](https://no-cache.hubspot.com/cta/default/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2) [![WealthyStreet Academy](https://no-cache.hubspot.com/cta/default/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93) ** ** ** Search **Menu** ** ** [(734) 761-6500](tel:7347616500) [![Login](https://no-cache.hubspot.com/cta/default/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/b6517516-71e3-47b5-9b09-b50b5b2980b2) [![WealthyStreet Academy](https://no-cache.hubspot.com/cta/default/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/2827678b-1867-4d1f-8b28-a81bae5d0b93) ![Mega](https://www.exchangecapital.com/hubfs/Act%2021%20Template%20Features/General%20Services%20Big%20Conference%20Room.jpg "Mega") # Issues To Consider In Client Annual Review Meeting Annual meetings with your financial advisor are important. Not only do they present an opportunity to update your advisor with the new happenings in your life, they force you to sit down and review all the intricate details of your financial situation. Has your risk tolerance changed? Can you afford to take an extra vacation next year? Talking with your financial advisor at least once a year to review everything can put your mind at ease and keep you on the right track.    This checklist covers the most important planning issues to keep in mind as you check in with your financial advisor. Make sure you're checking all the boxes when it comes to your financial well-being. ![Issues-To-Consider-In-A-Client-Annual-Review-Meeting](https://www.exchangecapital.com/hs-fs/hubfs/Issues-To-Consider-In-A-Client-Annual-Review-Meeting-2021%20Web%20Image.png?width=3283&height=2539&name=Issues-To-Consider-In-A-Client-Annual-Review-Meeting-2021%20Web%20Image.png) ![Client Annual Review Meeting Checklist](https://www.exchangecapital.com/hs-fs/hubfs/Client%20Annual%20Review%20Meeting%20Checklist.png?width=1400&height=1080&name=Client%20Annual%20Review%20Meeting%20Checklist.png) ## Click on the Checklist Above to Download ## Looking for More How To Guides? Subscribe to our blog and be the first to receive our bi-weekly posts with helpful step-by-step guides to tough financial topics. ### Subscribe Now We're committed to maintaining your privacy. Check out our [Privacy Policy](https://www.exchangecapital.com/legal/privacy-policy-preview?hsLang=en-us) ** ##### Market Knowledge ###### Read the Blog Gather insight from some of the industry's top thought leaders on Exchange Capital's team.  ** ##### More Guidance ###### [Explore Free Resources ](https://www.exchangecapital.com/resources?hs_preview=JvUytiCL-6242156730&hsLang=en-us) [Get access to educational eBooks, infographics, cheat sheets, and so much more!](https://www.exchangecapital.com/resources?hs_preview=JvUytiCL-6242156730&hsLang=en-us) ** ##### What's the Buzz ###### Check out the Newsroom  Discover what Exchange Capital Management is saying in print and broadcast media. ### Exchange Capital Management, Inc. 110 Miller Ave. First Floor Ann Arbor, MI 48104 [(734) 761-6500](tel:%20734-761-6500) [info@exchangecapital.com](mailto:%20info@exchangecapital.com) ### Contact Us Copyright © 2024 Exchange Capital Management, Inc. All Rights Reserved. ![](https://www.facebook.com/tr?id=350100005512119&ev=PageView&noscript=1) ![](https://px.ads.linkedin.com/collect/?pid=1789714&fmt=gif)