Current Overview and Investment Meeting

During the Current Overview and Investment meeting, we will provide an overview of your current financial planning situation and confirm that all of the details we used are accurate. We will discuss the assumptions used in your plan and determine if you would like to see any changes.

During this meeting, we will review your current investments together and discuss your Investment Policy Statement in detail.  Based on your financial planning goals, time horizon, risk tolerance, and liquidity needs, we will develop your personal investment plan. We will review paperwork and next steps to open accounts and transfer assets to be managed by Autumn Financial Advisors, LLC. We will schedule your financial plan presentation, which will provide detailed recommendations and action items.