Financial Plan Presentation
We will likely contact you after our data gathering meeting to ask you clarifying questions as we write your financial plan. After completing your detailed plan, we will meet to present our findings to you. We will answer any questions you have and review your action items. If you decide to work with us on an ongoing basis, we will begin the journey of prioritizing and implementing your action items together to get you closer to meeting your financial goals.
Clients with investment management assets that we can manage will next have a separate investment meeting. The financial plan presentation can be a lot of information to digest, which is why we hold the investment meeting separately.