Internal Analysis of Client Options

Before meeting again, our team will work together internally to conduct a thorough analysis of the various options available to you to pursue your goals.

Meeting Objectives: 

Create accurate financial models
Advisor prepares planning options for future collaborative discussions with client

Expected Duration:

Meeting Length: 1 Week (Between client meetings)
Time Until Next Meeting: 1 Week

Discussion Topics:

Meeting does not involve the client
Advisor works with Financial Planning Department of firm
Financial planning options created for client