Checklists: Key Considerations for Effective Investment Review
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Checklists: Key Considerations for Effective Investment Review

|In Checklists
|By Peter Donisanu, ChFC®, AIF®

This guide is designed to aid individuals as they review their investment strategies, focusing on evaluating investment goals, risk tolerance, asset allocation, and the impact of external income sources. It encourages a holistic review of one’s financial situation, considering both current assets and future income streams, to ensure alignment with long-term objectives. By addressing these key areas, the guide aims to support informed decision-making in the management and optimization of investment portfolios.

Peter Donisanu, ChFC®, AIF®

Peter Donisanu, ChFC®, AIF®, is Chief Wealth & Tax Strategist at Franklin Madison Private Wealth and previously served as a senior investment strategy analyst at Wells Fargo Investment Institute, where he contributed to portfolio guidance for institutional and private wealth clients. He works with high-net-worth retirees and pre-retirees on retirement planning, tax-aware wealth strategies, equity compensation, and sudden wealth preservation, helping clients approach major financial decisions with clarity, confidence, and peace of mind.

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