The Solutions Meeting Together, we will review and discuss our team's recommendations for your unique financial plan. Meeting Objectives: Review and discuss custom recommendationsDetermine which investment strategy will ultimately be selectedExpected Duration:Meeting Length: 1 HourTime Until Next Meeting: Often combinedDiscussion Topics:Review values and goals conversationReview Financial AnalysisDiscussion about which specific investment vehicles and risk management tools are best suited for the client's personal needs and goalsCompare different options to make a final decision Back: The Strategy Meeting Next Step: The Implementation & Statement Reading Meeting