Monday, December 10th, 2018

Second meeting agenda


The last time we met was primarily to exchange data. The purpose of this meeting is to  review the proposed financial plan which I have prepared. The plan is a combination of  general information and its specific application to your situation. At this meeting we  will slowly review recommendations including :

1. Reviewing your goals.

2. Discussing all assumptions made in the plan.

3. Tables and chart of data and calculations.

4. What would be involved in implementation.

5. Scheduling of a third meeting (see proposed agenda) to review the plan and any modifications made as a result of this second meeting.

Other items/notes
A. Date for third meeting: ______________________________________________
B.
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C.
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D.
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