Preparing for your Second Meeting

We enjoy our first meeting where we get to know you and talk about your concerns and goals. It is also such an honor to meet people who mean a lot to our clients which was the basis for the introduction. Our goal in the first meeting is to listen, answer questions you have, and start to get and understanding about what is important to you and what issues or concerns brought us together. We have started your file with notes from our first meeting and now we can dig in and put together the information we need in our Second meeting to set up the comprehensive Third meeting overview.

There are 2 goals in our Second Meeting.

1. Talk more about your timeline, your goals, issues and concerns and we will help you crystalize these goals and understand what is really important to you.
2. Collect some personal and financial information that we will use to put together your current financial plan.

So as you prepare for this meeting, we’d recommend for you to take some time and think about what we talked about in the first meeting and write down all the things that are important to accomplish with your planning; things you want better control of in your life, and overall, area’s of your planning that concern you that you’d like us to address.

Be very selfish – this process is all about you.

Next, pull together the financial information we will need to build your financial plan. We will have emailed you a list of items you can prepare. Once you have the items, you can link and send the information back to us in our encrypted email, or just bring the documents along with you for the next meeting and we can scan them into our system at that time. Whatever you are most comfortable doing is fine with us. If we learn in our meeting that we need some additional information, we will let you know at that time.

What do we do with knowing your goals and your financial Information in Meeting Three?

Read More