Client meeting process
- The mission statement and philosophy sections of this website
- Recent additions to this website
The first meeting is only to exchange information and usually lasts about 90 minutes. first-meeting-agenda.
The second meeting is when a proposed financial plan is presented and usually lasts 1.5 to 2 hours. second-meeting-agenda
The third meeting is to review the plan and any modifications and to answer any questions. third-meeting-agenda
If a prospective client decides to implement the plan, this usually starts at the third or fourth meeting. Of course, prospective clients are under no obligation at any time.
Thank you to all who have referred friends in the past.