5. Implementation Session (C)

Google Meet

During this meeting, we'll start with a Q&A session + a quick review the recommendations you've decided to move forward with. Then we will walk through the implementation process together. Depending on your plan, this may include opening new accounts, completing paperwork, coordinating transfers, discussing insurance solutions, updating beneficiaries, or reviewing next steps. Our goal is to ensure everything is completed accurately and that you understand each step of the implementation p