The Blueprinting Meeting In this meeting we will collect all necessary information to allow us to match your strategy to your goals. Meeting Objectives: Gather facts and goals to establish a comprehensive picture of the client's financial portfolioSet the next meetingExpected Duration:Meeting Length: 45-60 minutesTime Until Next Meeting: 1 WeekDiscussion Topics:Review values and goals conversationCollect important financial and personal informationComplete Blueprinting Fact Finder Next Step: Internal Analysis of Client Options
The Blueprinting Meeting In this meeting we will collect all necessary information to allow us to match your strategy to your goals. Meeting Objectives: Gather facts and goals to establish a comprehensive picture of the client's financial portfolioSet the next meetingExpected Duration:Meeting Length: 45-60 minutesTime Until Next Meeting: 1 WeekDiscussion Topics:Review values and goals conversationCollect important financial and personal informationComplete Blueprinting Fact Finder Next Step: Internal Analysis of Client Options
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