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The Personal Insight Meeting

During our initial meeting together, we want to make the time to get to know you and what questions you'd like to have answered.


Meeting Objectives: 

Determine client goals, priorities, and values
Determine if relationship is a good fit
Set the next meeting


Expected Duration:

Meeting Length: 30-45 minutes
Time Until Next Meeting: Often combined


Discussion Topics:

Explaining our process
Client Values Discussion
Describe the scope of our offerings
Discuss fees and compensation 
Next Step: The Blueprinting Meeting