Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
clientliaison@30000wm.com
eMoney > Your Personal Financial Website
Menu
Home
About Us
Our Mission
Our Team
Our Process
Individual Clients
Business Clients
Investment Strategies
Resources
Retirement
Estate
Investment
Insurance
Tax
Money
Lifestyle
Tools
Glossary
Useful Links
Tax Resources
All Calculators
401(k) Concierge
Trusted Alliances
Events
Retirement Empowerment - March 22
Retirement Empowerment - April 12
Retirement Empowerment - April 25
Retirement Empowerment - May 10
Retirement Empowerment - May 25
Retirement Empowerment - June 7
Retirement Empowerment - June 19
Retirement Empowerment - July 10
Retirement Empowerment - July 26
Retirement Empowerment - August 15
Retirement Empowerment - August 31
Retirement Empowerment - September 14
Blog
eMoney > Your Personal Financial Website
The Implementation & Statement Reading Meeting
The Implementation & Statement Reading Meeting
Once we are on the same page regarding your financial plan, we will begin the necessary work to implement the strategies we've outlined.
Meeting Objectives:
Complete all applications
Values discussion
Establish accounts
Expected Duration:
Meeting Length: 1 Hour
Time Until Next Meeting:
3 months or as needed
Discussion Topics:
Review values and goals conversation
Discuss strategies and recommendations
Provide client with all documentation
Complete Applications
Establish online access
Review 1
st
Statement
Next Step: The "Standard of Care" Review Meetings