42_PFCS_Tour_of_Our_Services_Initial_Meeting

The initial meeting consists around two main topics:

1.  Current Financial Picture

• Income
  
• Assets
  
• Liabilities
  
• Insurance
  
• Capital needs and cash flows
  

This is more of a data gathering exercise to make sure we have a clear understanding of one's financial picture.

2.  Financial Goals

• Retirement
  
• Education
  
• Estate Planning
  
• Inter-generational Wealth Transfers
  
• Charity
  
• Travel
  
• Major Purchase
  

Armed this information from our conversation we will then prepare an analysis.