Schedule a Review with Matthew Luckham, CFP®
To provide the most effective investment guidance, please send/upload any new or previously unshared documentation since our last review at your earliest convenience. Additionally, if there have been any updates to your personal information or lifestyle changes, please notify us. This includes:
- Prior year tax returns or any changes in tax status
- Any family or personal life events, such as marriage, engagement or separations; birth of a child; child no longer a dependent; inheritance; career changes, or changes in employee benefits; etc.
- Buying or selling a home, or investment property
- Health changes, such as a disability or serious illness
- Changes to your retirement timeline (retire earlier or later than anticipated)
- Starting or selling a business
- Upcoming major purchases
- Any debt changes (new loans, paid off loan, interest rate changes)
- Education expenses
- Changes to personal information: have you moved, have a new phone number, or email
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