44_PFCS_Tour_of_Our_Services_Delivery_Meeting
Tour of Our Services
Personal Financial Coaching System
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?
- Can we improve on how accounts are organized and utilized?
- Assets, liabilities, and net worth will be presented.
- We will take this opportunity to make sure we have a complete picture
- 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
- 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
- We show current progress towards reaching specific goals and how the goals are being funded
- The data for the initial meeting will be presented in a visual financial map
- Product Recommendations
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
FirstContact@CCCandC.com | 303-984-9000