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The Personal Insight Meeting
During our initial meeting together, we want to make the time to get to know you and what questions you'd like to have answered.
Meeting Objectives
- Determine client goals, priorities, and values
- Determine if relationship is a good fit
- Set the next meeting
Expected Duration
Meeting Length: 30-45 minutes
Time Until Next Meeting: Often combined
Discussion Topics
- Explaining our process
- Client Values Discussion
- Describe the scope of our offerings
- Discuss fees and compensation
The Blueprinting Meeting
In this meeting we will collect all necessary information to allow us to match your strategy to your goals.
Meeting Objectives
- Gather facts and goals to establish a comprehensive picture of the client's financial portfolio
- Set the next meeting
Expected Duration
Meeting Length: 45-60 minutes
Time Until Next Meeting: 1 Week
Discussion Topics
- Review values and goals conversation
- Collect important financial and personal information
- Complete Blueprinting Fact Finder
Internal Analysis of Client Options
Before meeting again, our team will work together internally to conduct a thorough analysis of the various options available to you to pursue your goals.
Meeting Objectives
- Create accurate financial models
- Advisor prepares planning options for future collaborative discussions with client
Expected Duration
Meeting Length: 1 Week (Between client meetings)
Time Until Next Meeting: 1 Week
Discussion Topics
- Meeting does not involve the client
- Advisor works with Financial Planning Department of firm
- Financial planning options created for client
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 help the client to pursue their financial goals
Expected Duration
Meeting Length: 90 minutes
Time Until Next Meeting: 1 Week
Discussion Topics
- Review values and goals conversation
- Look at different options for financial goal planning
- Both market and tax-based considerations
- Evaluate different cash flow models to determine which would be the best suited strategy for the client
The Solutions Meeting
Together, we will review and discuss our team's recommendations for your unique financial plan.
Meeting Objectives
- Review and discuss custom recommendations
- Determine which investment strategy will ultimately be selected
Expected Duration
Meeting Length: 1 Hour
Time Until Next Meeting: Often combined
Discussion Topics
- Review values and goals conversation
- Review Financial Analysis
- Discussion about which specific investment vehicles and risk management tools are best suited for the client's personal needs and goals
- Compare different options to make a final decision
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
- Value discussion
- Establish accounts
Expected Duration
Meeting Length: 1 hour
Time Until Next Meeting: 3 months or as needed
Discussion Topics
- Review values and goals conversation
- Discuss strategies and recommendations
- Provide client with all documentation
- Complete applications
- Establish online access
- Review first statement
The "Standard of Care" Review Meetings
We will regularly monitor your plan's progress and meet to discuss any necessary updates to keep your strategy on track.
Meeting Objectives
- Determine if plan is still meeting client's needs and goals
- Implement any necessary adjustments
Expected Duration
Meeting Length: 1 hour
Time Until Next Meeting: 3 months or as needed
Discussion Topics
- Review values and goals conversation
- Monitoring and review
- Discuss further financial vehicles including insurance, wills, trusts, power of attorney, long-term care, estate planning, accumulation, and property and casualty