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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?
    • 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

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. | 303-984-9000