Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

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