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. 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 key assumptions made in the plan.
3. Data and calculations as needed.
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.