Back to posts

What can I expect at the conclusion of an initial consultation?

Posted in on Mar 24, 2020

At the conclusion of our meeting, we will:

  • Review your goals and objectives — We want to be sure we heard you correctly
  • Review our process for preparing a financial plan — After all you should know what you are buying
  • Review our costs —We prepare a custom analysis executive summary letter and recommendations. We then discuss implementation cost.
  • Create a record of our conversation — Following our initial meeting, we will dictate a memo to your file so that we can remember all of the specific facts pertaining to your situation.
  • We will send you a personalized thank you letter – Our thank you letter restates the goals and objectives we discussed in our meeting along with any other information we need to gather from you. This may include:
    • You signature on our Financial Planning Agreement
    • Actual statements from various financial institutions
    • Other items of importance.