--- title: The View From Here | Annual Review Process description: Annual Review Process | --- [![orange-logo.png](https://www.planforyourtomorrow.com/hs-fs/hubfs/PFYT,2018/About/orange-logo.png?width=77&height=53&name=orange-logo.png "orange-logo.png")](https://www.planforyourtomorrow.com) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. **Access** [![PFYT Planner](https://www.planforyourtomorrow.com/hs-fs/hubfs/Icons/planner_icon3.png?width=64&name=planner_icon3.png "PFYT Planner")](https://wealth.emaplan.com/ema/lpl/planforyourtomorrow) [![Orion Performance Reporting Portal](https://www.planforyourtomorrow.com/hs-fs/hubfs/Icons/Orion_Logo.png?width=62&name=Orion_Logo.png "Orion Performance Reporting Portal")](https://login.orionadvisor.com/login.html) [![Video Conference](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1126847570-png/Social_Icons/Gotomeeting-icon.png?width=64&name=Gotomeeting-icon.png "Video Conference")](https://global.gotomeeting.com/join/734633557) [![LPL Accountview](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1565280137-png/Social_Icons/LPL_Accountview_Icon.png?width=64&name=LPL_Accountview_Icon.png "LPL Accountview")](https://myaccountviewonline.com/AccountView/) [![Plan Sponsors](https://www.planforyourtomorrow.com/hs-fs/hubfs/Social_Icons/PLAN_VAULT_ICON.png?width=64&name=PLAN_VAULT_ICON.png "Plan Sponsors")](http://plans.fiduciarymanagement.com/planforyourtomorrow/Login) [![Schwab](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1562947778-png/Social_Icons/Schwab_icon.png?width=64&name=Schwab_icon.png "Schwab")](https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx) [![Fidelity](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1565325402-png/Social_Icons/Fidelity_Icon.png?width=64&name=Fidelity_Icon.png "Fidelity")](https://login.fidelity.com/ftgw/Fas/Fidelity/RtlCust/Login/Init?AuthRedUrl=https://oltx.fidelity.com/ftgw/fbc/ofsummary/defaultPage) [![Schwab Institutional Intelligent Portfolios](https://www.planforyourtomorrow.com/hs-fs/hubfs/Ring-pie%20chart.png?width=64&name=Ring-pie%20chart.png "Schwab Institutional Intelligent Portfolios")](https://institutionalintelligent.schwab.com/) [![FACEBOOK](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1011587836-png/Social_Icons/facebook-1.png?width=64&name=facebook-1.png "FACEBOOK")](https://www.facebook.com/Planforyourtomorrow) [![TWITTER](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1008463084-png/Social_Icons/twitter-1.png?width=64&name=twitter-1.png "TWITTER")](http://twitter.com/ThomasRHurford) [![LINKEDIN](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1220068289-png/Social_Icons/linkedinfinal.png?width=64&name=linkedinfinal.png "LINKEDIN")](http://www.linkedin.com/company/plan-for-your-tomorrow-inc) [![YOUTUBE](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1008463079-png/Social_Icons/youtube_(1).png?width=64&name=youtube_(1).png "YOUTUBE")](http://www.youtube.com/user/planforyourtomorrow/) # Annual review process ## [Surprising ways in which a performance reporting system improves the mutual understanding of investment accountability.](https://www.planforyourtomorrow.com/the-view-from-here/surprising-ways-in-which-a-performance-reporting-system-improves-the-mutual-understanding-of-investment-accountability) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Dec 30, 2016 [![Casual handshake over coffee.jpg](https://www.planforyourtomorrow.com/hubfs/Blog/Casual%20handshake%20over%20coffee.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/surprising-ways-in-which-a-performance-reporting-system-improves-the-mutual-understanding-of-investment-accountability) There are many different aspects of shared and individual accountability in any successful advisory relationship. Certainly, a client holds their advisor accountable for their recommendations. An advisor should be held accountable for the.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/surprising-ways-in-which-a-performance-reporting-system-improves-the-mutual-understanding-of-investment-accountability) ## [The Communication plan for our new suite of investment and planning services](https://www.planforyourtomorrow.com/the-view-from-here/the-communication-plan-for-our-new-suite-of-investment-and-planning-services) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 04, 2016 [![PFYT_Planner_Logo.png](https://www.planforyourtomorrow.com/hubfs/Blog/PFYT_Planner_Logo.png) ](https://www.planforyourtomorrow.com/the-view-from-here/the-communication-plan-for-our-new-suite-of-investment-and-planning-services) Over the next several months, there are going to be a number of communications coming to our clients. This is a small preview so everyone will know what to expect. If you aren’t a client of ours, this may not interest you, but you might.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/the-communication-plan-for-our-new-suite-of-investment-and-planning-services) ## [Adding Physical Risk to the Financial Planning Discussion](https://www.planforyourtomorrow.com/the-view-from-here/somebody-stole-my-laptop) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 07, 2015 [![](https://www.planforyourtomorrow.com/hubfs/burglar-612468-edited.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/somebody-stole-my-laptop) I can’t tell how my portfolio is doing today, because somebody stole my laptop! Investors are always asking me about the different risks they face. They regularly ask me about investment risk. They occasionally ask me about the risks.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/somebody-stole-my-laptop) [All posts](https://www.planforyourtomorrow.com/the-view-from-here/all) ### Subscribe Here! ### Recent Posts ### Posts by Tag - [Tom Posts (42)](https://www.planforyourtomorrow.com/the-view-from-here/topic/tom-posts) - [Financial Planning (22)](https://www.planforyourtomorrow.com/the-view-from-here/topic/financial-planning) - [Investment Policy (16)](https://www.planforyourtomorrow.com/the-view-from-here/topic/investment-policy) - [Transparency (11)](https://www.planforyourtomorrow.com/the-view-from-here/topic/transparency) - [Happy Clients (10)](https://www.planforyourtomorrow.com/the-view-from-here/topic/happy-clients) - [Behind-the-scenes (9)](https://www.planforyourtomorrow.com/the-view-from-here/topic/behind-the-scenes) - [Cognitive Science (8)](https://www.planforyourtomorrow.com/the-view-from-here/topic/cognitive-science) - [Performance Reporting (6)](https://www.planforyourtomorrow.com/the-view-from-here/topic/performance-reporting) - [Hiring a financial advisor (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/hiring-a-financial-advisor) - [Investing and Digital Security Issues (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/investing-and-digital-security-issues) - [Lifestyle Experiments (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/lifestyle-experiments) - [Road Map (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/road-map) - [Unpredictability and Randomness (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/unpredictability-and-randomness) - [Choosing a Financial Advisor (4)](https://www.planforyourtomorrow.com/the-view-from-here/topic/choosing-a-financial-advisor) - [Keeping Track (4)](https://www.planforyourtomorrow.com/the-view-from-here/topic/keeping-track) - [Annual Review Process (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/annual-review-process) - [Economic Outlook (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/economic-outlook) - [Monthly Infographic (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/monthly-infographic) - [New Site Content (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/new-site-content) - [investing (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/investing) - [Critical Questions (2)](https://www.planforyourtomorrow.com/the-view-from-here/topic/critical-questions) - [Holiday Blog Posts (2)](https://www.planforyourtomorrow.com/the-view-from-here/topic/holiday-blog-posts) - [Plan Sponsor (1)](https://www.planforyourtomorrow.com/the-view-from-here/topic/plan-sponsor) [See all](https://www.planforyourtomorrow.com/the-view-from-here/topic/annual-review-process#) © 2018 Plan For Your Tomorrow, Inc Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial,a Registered Investment Advisor, Member [FINRA](http://www.finra.org/)/[SIPC](https://www.sipc.org/). Other advisory services offered through Stratos Wealth Partners, Ltd. a registered investment advisor. Plan For Your Tomorrow Inc and Stratos Wealth Partners, Ltd. are separate entities from LPL Financial. Chartered Retirement Plan Consultant designations are conferred by the College For Financial Planning The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, IN, MA, NJ, OH, TX, VA. CA insurance License #0L67490 [LPL Form CRS](http://LPL.com/CRS) [Stratos Wealth Partners Form CRS](https://www.stratoswealthpartners.com/_files/ugd/022529_1986b24e4fc148379fcb3270c1365706.pdf)