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eMoney > Your Personal Financial Website
The Blueprinting Meeting
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
Next Step: Internal Analysis of Client Options