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Mr. and Mrs. John and Mary
Sample Dear John and Mary, Thank you for taking time out of your busy life to see me. Financial Planning is the process of Creating, Implementing, and Updating your Personal Financial Roadmap, that's tailored to guide you from where you are now, to where you want to be in the future, while managing the risks of life along the way. There is no charge or obligation for this initial appointment, and I'll explain completely what it is that we do and how we're compensated during this meeting. The planning process has three parts, and this meeting may contain the first two. The first part takes about 15 minutes. Here I'll familiarize you with the company, me, the planning process, and then I'll share some ideas on how we fit into your personal and/or business lives. After this 15-minute introduction, I'll ask if you'd like to also complete the two-part Personal Interview. This can be done on the spot, or we can meet again later. Each last anywhere from a half an hour to several hours. After we know each other well, I'll then return to the office and prepare a detailed Financial Plan for you. When we meet again, I'll make appropriate recommendations while explaining all the concepts of Life's Money Game - that will help reach your future goals; all in a language that you can understand and use on a daily basis. We're Scheduled For: Monday, October 14th at 5:30 PM, at our office Please call me a couple of days in advance if you need to reschedule our meeting. If you have any questions at all, you may reach me at (555) 555-2000. Our office is located in the Carteret Bank building at the north end of Lois Avenue, in the Airport Executive Centre building, by the airport, 7th floor. I'm looking forward to a lifelong relationship with you that's based on trust, quality service, confidentiality, and the desire to reach your future goals. Thanks again and take care. I'm looking forward to meeting with you! Sincerely,
Smart T. Advisor, CFP, CFA Financial Planner
PLEASE CIRCLE ITEMS THAT YOU'D LIKE MORE INFORMATION ON, AND BRING THEM TO OUR MEETING ▪ Fee-Only Personal and Business Financial Planning ▪ Tax Preparation ▪ Retirement planning ▪ College Education Planning ▪ Estate Planning / Trust Funding of all kinds ▪ IRA's/SEP's and Business Pension Plans ▪ CD's and Money Market Mutual Funds / Tax-Free Money Market Funds ▪ Access to any Mutual Fund on the market ▪ Investment/Portfolio Advice ▪ Business Group- Life, Health, Disability ▪ Deferred Compensation Plans ▪ Auto/Boat/Camper/Truck/Trailer Insurance ▪ Homeowner's/Condo Insurance ▪ Renters Insurance/Personal Property Floaters ▪ Health and Disability Insurance ▪ Term and Whole Life Insurance / Universal and/or Variable Life / Annuities ▪ Personal Catastrophe (Umbrella) Insurance ▪ Medicare Sups/Nursing Home Insurance
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