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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