First Meeting Resources - Intro to the Phase Four Planning Process

 

Our initial conversations with clients allow us to get an understanding of their current situation & concerns and where they are at in the Phases process.  We gather a financial data sheet and risk assessment prior to our initial conversation, so that we can assess that data, but also so that in our meeting we can focus our conversation on the more important items, such as your core values and long term goals. The initial meeting is an opportunity for both parties to make sure our goals are in line.


Risk Analysis