The Blueprinting Meeting

In this meeting we will collect all necessary information to allow us to match your strategy to your goals.

Meeting Objectives: 

Gather facts and goals to establish a comprehensive picture of the client's financial portfolio
Set the next meeting

Expected Duration:

Meeting Length: 45-60 minutes
Time Until Next Meeting: 1 Week

Discussion Topics:

Review values and goals conversation
Collect important financial and personal information
Complete Blueprinting Fact Finder