About this tool
Annual Adviser Accountability Review
Know what you are paying for before you renew.
Review each adviser or financial professional separately. For each person, you will compare the work you expected with what was delivered, add up the annual cost, and prepare a practical agenda for the renewal conversation.
You can work on one review now and return to the others later. Each professional keeps an independent draft and dated accountability briefs.
What to have available
If possible, have the engagement letter or service calendar, fee information, and a record of work completed during the last year. Confirmed amounts are best, but estimates and unknown amounts stay clearly identified.
Your professional list is shared with Build Your Wealth Team. Add someone in either tool and they will be available in both.