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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