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

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 goals

Expected Duration:

Meeting Length: 90 minutes
Time Until Next Meeting: 1 Week

Discussion Topics:

Review values and goals conversation
Look at different options for financial goal planning
Both market and tax-based considerations
Evaluate different cash flow models to determine which would be the best suited strategy for the client