The Strategy Meeting During the strategy meeting, we will review your goals and have a collaborative discussion regarding your cash flow strategies. Meeting Objectives: Collaborative discussion to determine which cash flow strategy will best enable the client to achieve their financial goalsExpected Duration:Meeting Length: 90 MinutesTime Until Next Meeting: 1 WeekDiscussion Topics:Review values and goals conversationLook at different options for financial goal planningBoth market and tax-based considerationsEvaluate different cash flow models to determine which would be the best strategy for the client Next Step: The Solutions Meeting
The Strategy Meeting During the strategy meeting, we will review your goals and have a collaborative discussion regarding your cash flow strategies. Meeting Objectives: Collaborative discussion to determine which cash flow strategy will best enable the client to achieve their financial goalsExpected Duration:Meeting Length: 90 MinutesTime Until Next Meeting: 1 WeekDiscussion Topics:Review values and goals conversationLook at different options for financial goal planningBoth market and tax-based considerationsEvaluate different cash flow models to determine which would be the best strategy for the client Next Step: The Solutions Meeting
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