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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