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eMoney > Your Personal Financial Website
The Personal Insight Meeting
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