44_PFCS_Tour_of_Our_Services_Delivery_Meeting

What happens during delivery meeting?

Again the delivery meeting is divided into two topics:

• Results of the Analysis
  
  • The data for the initial meeting will be presented in a visual financial map
    
    • Can we improve on how accounts are organized and utilized? 
      
    • Does it make sense to combine or split accounts apart?
      
  • Assets, liabilities, and net worth will be presented.
    
    • We will take this opportunity to make sure we have a complete picture
      
  • Risk profile
    
    • Current risk profile vs a recommended risk profile that helps work toward the goals 
      
  • Financial goals
    
    • We show current progress towards reaching specific goals and how the goals are being funded
      
    • Where gaps exist we hold discussion around how to fill the gaps
      
• Product Recommendations