Initial Discovery & Values Discussion
This meeting is an opportunity for us to get to know one another and discuss what is important to you, the things you value and to understand your financial goals! Please feel free to bring any financial statements you would like to discuss. You will not be asked to sign anything and there is no charge for this meeting. If we feel this is something to pursue, we will schedule the Data Gathering meeting.
Client Review Meeting
Schedule a time to catch up and discuss what is important to you
Data Gathering Initial Financial Planning Meeting
Following up on the Intial Discovery/Values meeting, review the financial planning online workbook and fill in any missing information. go over your existing account statements (if applicable), complete a confidential questionnaire, establish your risk tolerence, and set a future date to go over your financial plan status.
Data Gathering Meeting for Investment Mgmt
Following up on the Intial Discovery/Values meeting, we will open the account(s) with Schwab, review your exsiting account statements (if applicable), complete a confidential questionnaire, establish your risk tolerence, and set a future date to go over your Schwab Statement(s).
Financial Planning Status Meeting
Opportunity to review Financial Planning status as well as consider any new statements, questions or goals, and how they might impact your plan.