Before meeting again, our team will work together internally to conduct a thorough analysis of the various options available to you to pursue your goals.
Meeting Objectives:
Create accurate financial models
Advisor prepares planning options for future collaborative discussions with client
Expected Duration:
Meeting Length: 1 Week (Between client meetings)
Time Until Next Meeting: 1 Week
Discussion Topics:
Meeting does not involve the client
Advisor works with Financial Planning Department of firm
Meeting Objectives: 
Expected Duration:
Discussion Topics: