Capture the client’s question
Alex opens the Morgan meeting in the desk. At 00:12, Jordan asks to compare retiring at sixty-two with working another year. Alex keeps both possibilities in the note.
Field guide
How an advisor documents a retirement review
Follow wealth advisor Alex Rivera through a fictional meeting in Atomiq, from Jordan Morgan’s transcript to a reviewed retirement form.
Retire at sixty-two or stay one more year?
Alex records the client’s question and assigns the comparison to himself.
Apply the review form
In Forms, Alex selects Retirement review and chooses Apply transcript. Jordan’s words supply the priority and pension statement request. Annual income stays open until Jordan confirms an amount.
Hand the record to the planning team
Alex checks the drafted answers against the transcript, saves the form and exports the meeting. A colleague can see who owes the statement, who will prepare the comparison and what still needs an answer.
Prepare the planning team’s handoff.
Alex checks two possible retirement dates against Jordan’s words before saving the meeting. The team can see which comparison Alex owns and which document the client promised.
Preferred retirement age62
Jordan’s stated goal.
Alternative to compare63
One more year at work.
Next meeting prep
What Alex records for the next review
Alex keeps the 00:12 question in the meeting note, includes Jordan’s pension statement in the follow-up and leaves the final choice open.
