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Financial Roadmap Meeting
Review personal values
Discuss long and short-term goals
Gather all financial documents
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Cash Flow and Financial Statements Meeting
Net Worth Statement
Cash Flow Statement
Insurance summary
Review initial projections
Gather additional information (if needed)
Determine alternate scenarios
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Complete and Finalize Plan
Modify initial projections
Education
Lifestyle/Retirements
Disability
Life Insurance
Estate Plans
Investments
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Wealth Management Plan
Present plan
Discuss summary of recommendations
Review Existing Portfolios
Absolute vs. Relative Strategies
Present Investment Proposal
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Plan Implementation
Step-by-step implementation of recommendations
Tracking of all action items
45 day meeting to assess progress &
issue Wealth Tracking Binder
Annual Review and Ongoing Implementation
Face-to-face meeting quarterly
Quarterly Progress Report
Real vs. Target progress
Quarterly Prosperity Index
Peace Of Mind
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Attorney and CPA Meeting
Tax/
Estate Planning
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