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Beginning of Year Review

Pre-Meeting Checklist

I am looking forward to meeting with you for our upcoming Beginning of Year Review! Here is a checklist of action items that I would like to request that you complete before we meet. If it’s not possible or life gets in the way, please don’t let it cause you any stress. Do the best you can.

  • Log into RightCapital and update anything that may have changed. Things like income, debt, expenses, etc. especially any accounts or debts that have been added manually. Also fix any links to financial institutions that may need re-authentication and add any new bank accounts that may have been opened. The RightCapital login is: fp.ablewealth.com

  • Log into PreciseFP and update your client information file. The PreciseFP login is: data.ablewealth.com

  • Review any action items or next steps from our last meeting.

If you have any questions or need any help with anything, please don’t hesitate to reach out. I look forward to seeing you soon!

Thank You,

Seth Hodes