The Implementation & Statement Reading Meeting Once we are on the same page regarding your financial plan, we will begin the necessary work to implement the strategies we've outlined. Meeting Objectives: Complete all applications Values discussionEstablish accounts Expected Duration:Meeting Length: 1 HourTime Until Next Meeting: 3 months or as neededDiscussion Topics:Review values and goals conversationDiscuss strategies and recommendationsProvide client with all documentationComplete ApplicationsEstablish online accessReview 1st Statement Next Step: The "Standard of Care" Review Meetings
The Implementation & Statement Reading Meeting Once we are on the same page regarding your financial plan, we will begin the necessary work to implement the strategies we've outlined. Meeting Objectives: Complete all applications Values discussionEstablish accounts Expected Duration:Meeting Length: 1 HourTime Until Next Meeting: 3 months or as neededDiscussion Topics:Review values and goals conversationDiscuss strategies and recommendationsProvide client with all documentationComplete ApplicationsEstablish online accessReview 1st Statement Next Step: The "Standard of Care" Review Meetings
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