| Sample Financial Planning Meeting Agenda |
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Financial Planning Meeting Agenda Initial Meeting: Overview of the financial planning process. What we do: Discovery, generate reports, make and present financial plans, implementation, manage investment portfolios, monitoring and review. Discuss confidentiality. How we do it: Coordinate with other financial advisors (see a sample visual aid). We use the best state of the art comprehensive and integrated financial planning software. How we get paid: Financial compensation plus referrals. Prospect qualifying: Review of balance sheet and/or tax returns (Fact Finder Part I or In-Person Fact Finder). Sample financial plan presentation: Explanation of benefits, see historical investment portfolio returns and yields, and review the Cost Benefit Ratio. What do you want to hire us to do for you? Execute written engagement and agreements: SEC Form ADV and Fee-based agreement. Set next appointment. Second Meeting: Collect financial data needed to input into financial plan software. Start with Fact Finder Part II to get to know you. Use Fact Finder Part III to organize and gather detailed investment data if needed. Set goals, priorities, visions, assumptions, and objectives. An interim meeting may be set up to confirm data input into financial plan software. This can also be done by mailing preliminary reports. Set next appointment. Third Meeting: Return original documents. Discuss any changes from last appointment. Present the financial plan reports. Recommend other resources to read. Coordinate with other advisors. Clarify and Confirm Client Goals and Objectives. Clarify and Confirm Current Version Numbers. Clarify and Confirm Planning Rate Assumptions. Discuss Preliminary Proposed Version Concepts. Discuss any Unresolved Planning Issues or Objectives. Calculate Required Minimum Income Distributions of Qualified Plans. Re-Allocate Investments Using General Asset Allocation Guidelines and Portfolio Optimization. Review Titling of Assets to Ensure Proper Estate Distribution. Review Life Insurance Holdings to Ensure Proper Estate Distribution. Implement financial plans. Set timetables for things that can't be implemented on the spot. |
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