Thank You for Scheduling Your Investment Review Meeting

Your Investment Review is designed to help ensure your portfolio and investment strategy remain aligned with your long-term financial goals, risk tolerance, and evolving life circumstances.

During the meeting, we may review:
• Portfolio performance and allocation
• Retirement income planning
• Risk management and diversification
• Market and economic conditions
• Cash flow and liquidity needs
• Tax-efficient investment considerations
• Changes to goals, timelines, or financial priorities

These meetings are also an opportunity to revisit broader planning considerations that may impact your investment strategy over time.

Before Your Meeting:
Please take a few moments to consider:
• Any recent life or financial changes
• Questions or concerns about your investments or the markets
• Upcoming retirement, business, or liquidity decisions
• Changes to income needs, risk comfort, or financial priorities

What Happens Next

 You will receive:

- a calendar confirmation

- reminder notifications before your meeting

- Zoom details if you selected a virtual meeting

If updated documents or information would be helpful before the meeting, our office will contact you directly.

 If you need to reschedule, you may do so using the link included in your confirmation email. 

Our Approach

 At Solvia Wealth, we believe financial planning should create clarity, confidence, and alignment.

 Dianna’s process is designed to help clients make thoughtful financial decisions while building a long-term strategy that evolves alongside their lives.

 Questions Before Your Meeting?

 916-365-4314

d.laney@lpl.com