Thursday, July 25th, 2024

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.