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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