Annual review Name First Last Email Life Changes - Has anything changed since our last meeting?Things such as employment, income, debt, living expenses, health, marital status, family changes, inheritance? Do you need access to cash/lump sums.Transition - Is there anything happening now that could impact your financial future?Attitude - What has changed about your financial attitudes since we last met.Goals - How do you feel about the long term goals we talked about in our previous meetings? Are there any other goals you would like to add?Are there any other services you would like PGD to offer?