Design Meeting - In-Person
7 Central St., Unit 222
Use this link to book a 60-minute in-person Design Meeting at our office covering: • Meeting Overview • Reminder of Our Practice and Approach • The Planning Process - Your Personal Financial Organizer • Review Your Goals and Objectives • Current Proposed Strategy • Review - Review Reports and Services • Additional Strategies for Discussion • Steps of Implementation • Where We Go from Here
1 hour
Design Meeting - In-Person
Use this link to book a 60-minute in-person Design Meeting at our office covering: • Meeting Overview • Reminder of Our Practice and Approach • The Planning Process - Your Personal Financial Organizer • Review Your Goals and Objectives • Current Proposed Strategy • Review - Review Reports and Services • Additional Strategies for Discussion • Steps of Implementation • Where We Go from Here
1 hour