40,000 Ft. - Data Gathering Meeting Objectives: Gather facts and goals to establish a comprehensive picture of the business and its employeesSet the next meetingExpected Duration:Meeting Length: 45-60 minutesTime Until Next Meeting: 2 WeeksDiscussion Topics:Review goals conversationCollect important business informationComplete Blueprinting Fact Finder Next Step: 30,000 FT. - PLAN DESIGN, OPTIONS, & INVESTMENT SELECTION
40,000 Ft. - Data Gathering Meeting Objectives: Gather facts and goals to establish a comprehensive picture of the business and its employeesSet the next meetingExpected Duration:Meeting Length: 45-60 minutesTime Until Next Meeting: 2 WeeksDiscussion Topics:Review goals conversationCollect important business informationComplete Blueprinting Fact Finder Next Step: 30,000 FT. - PLAN DESIGN, OPTIONS, & INVESTMENT SELECTION
Meeting Objectives: 
Expected Duration:
Discussion Topics: