Retirement Solutions Inc.
This first meeting is a casual conversation to help clarify financial goals and objectives and to discuss concerns. This discovery process allows us to determine if we can have a big impact on financial lives and provide value. This meeting will help determine if there is a good fit for working together.
All important financial documents are collected and to scanned into a personal secure vault*. We will also clarify and quantify goals and concerns.
During this meeting a draft of a personalized financial plan will be available to compare current financial situation in relation to financial goals. The plan will be reviewed for accuracy and make any adjustments. The conversation will be around options, and alternatives available to close any gaps.
The financial plan including edits from the last meeting will be reviewed. Most of this meeting will be putting together an action plan. The action plan is a step by step guide as to what action needs to be taken, by whom, and by when to implement the financial plan.
Review new account statements, set up online access to view accounts and the eWealth Financial Plan.
Review the action plan, personal financial plan, and investment portfolios to be sure the plan is on track to reach goals. If anything has changed with regard to life, a determination will be made if any adjustments need to be made.