The Strategy Meeting During the strategy meeting, we will review your goals and have a collaborative discussion regarding your cash flow strategies. Meeting Objectives: Collaborative discussion to determine which cash flow strategy will help the client to pursue their financial goalsExpected Duration:Meeting Length: 90 minutesTime Until Next Meeting: 1 WeekDiscussion Topics:Review values and goals conversationLook at different options for financial goal planningBoth market and tax-based considerationsEvaluate different cash flow models to determine which would be the best suited strategy for the client Back: Internal Analysis of Client Options Next Step: The Solutions Meeting