How do I schedule my annual review?

Starting your annual review is simple: email ar.requests@q3adv.com and our team will take it from there. Here's what to expect:

1. We'll be in touch to confirm your request and update your goals for the year ahead.
2. Our planning team updates your plan based on your current situation and goals.
3. You'll get an alert when your updated plan is ready to review.

Most annual reviews are completed this way without needing a meeting. If you'd like to meet with a planner as part of your review, your first hour is included. Additional meeting time is billed at $500 per hour.