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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