Prepare the review
Search earlier conversations for open planning questions.
Solutions / Wealth Management
From the household’s goals to a planning brief.
Wealth advisors use Atomiq to capture the household’s words, fill their own review forms and hand a checked record to the planning team.
First scenario62
One more year63
Alex will prepare the side-by-side comparison.
Capture the priority
Keep the client’s stated goal and timeline in the transcript.
Close the loop
Send the reviewed recap through your usual client communication channel.
Advisor workspace · Morgan retirement review sample
Alex prepares Jordan’s planning brief.
Wealth advisor Alex Rivera applies Jordan’s meeting transcript to the firm’s retirement form. The checked record gives the planning team two dates to compare and the name of the document Jordan agreed to send.
“My priority is to finish work at sixty-two. Can we look at what changes if I stay another year?”
What Alex takes into planning
A planning brief can name the scenarios and identify the information still needed before work begins.
Read the retirement review story- Scenario one
- Jordan finishes work at 62.
- Scenario two
- Jordan stays for one more year.
- Input to collect
- Latest pension statement, promised by Jordan for Friday.
