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eMoney > Your Personal Financial Website
The Solutions Meeting
The Solutions Meeting
Together, we will review and discuss our team's recommendations for your unique financial plan.
Meeting Objectives:
Review and discuses custom recommendations
Determine which investment strategy will ultimately be selected
Expected Duration:
Meeting Length: 1 Hour
Time Until Next Meeting: Often combined
Discussion Topics:
Review values and goals conversation
Review Financial Analysis
Discussion about which specific investment vehicles and risk management tools are best suited for the clients personal needs and goals
Compare different options to make a final decision
Next Step: The Implementation & Statement Reading Meeting