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eMoney > Your Personal Financial Website
40,000 FT. – DATA GATHERING
40,000 Ft. - Data Gathering
Meeting Objectives:
Gather facts and goals to establish a comprehensive picture of the business and its employees
Set the next meeting
Expected Duration:
Meeting Length: 45-60 minutes
Time Until Next Meeting: 2 Weeks
Discussion Topics:
Review goals conversation
Collect important business information
Complete Blueprinting Fact Finder
Next Step: 30,000 FT. - PLAN DESIGN, OPTIONS, & INVESTMENT SELECTION