First we need to communicate and agree to meet. We will need to set a date/time/location for our initial discussion. I will provide you with a laundry list of documents to bring to make our time together as efficient as possible.
This meeting will typically will last 90 minutes. This is our opportunity to become acquainted and ask pertinent questions of one another. During our time together, I will do my best to capture an accurate snapshot of your Financial House by asking you about your Goals, Priorities, History, and Preferences. I will introduce you to Decision Center and we will discuss the services that I feel are appropriate for you. If you think that we are a good match, we will schedule our next meeting before we adjourn.
Prior to our next meeting there might be additional questions and/or statements that need to make their way to me; therefore, through phone calls and emails, we will work towards completing your plan. We will do our best to efficiently gather the additional items from you in a timely and professional manner.
We will discuss your plan and finalize any additional details. We will agree that this plan best reflects your goals for today, tomorrow, and the rest of your life considering your Financial House and your Planning Essentials. We will complete the meeting by connecting your internet accessible accounts to Decision Center in order to create a daily live view of everything. We will schedule our next meeting date/time.
I will present my recommendations for your savings and investments, your protection planning needs, and your tax and estate planning. We will complete paperwork for new accounts and applications. We will establish time tables for the completion of task list items. We will schedule our next communication steps.
Needless to say, this may be one of the busiest times of our entire relationship. Your new financial plan has been implemented and you will be getting used to utilizing the Client Portal. On my end, I will be establishing your accounts, facilitating asset transfers, and working through the approval process for your protection planning. I will do my best to keep you informed and up to date as these items are completed.
This will be a confirmation meeting ensuring that our initial planning steps have been completed. We will reaffirm Financial Goals, discuss any new items or occurrences, and establish the next time we will be in communication. This meeting can be in person, over the phone, or via GoToMeeting/Skype.
