Sample Financial Planning Meeting Agenda |
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Financial Planning Meeting Agenda
Initial Meeting: We'll give you an overview of the financial planning process. Then we'll tell you what we do, which is: Conduct discovery, generate financial reports, make and present financial plans, implement strategies, manage investment portfolios, and monitoring and reviewing your case as time goes by. We'll discuss confidentiality so you'll know everything you tell us is a secret. Then we'll tell you how we do everything in detail. We'll coordinate with your other financial advisors. Then we'll use state of the art comprehensive and integrated financial planning software to help forecast your future. We'll discuss 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). We'll also show you a sample financial plan so you can see what you'll be receiving if you hire us. It has explanation of the benefits, historical investment portfolio returns and yields, and review of the Cost Benefit Ratio. Then you can talk all you want to about things like what do you want to hire us to do for you. Then we'll engage by executing written and agreements, and give you our SEC Form ADV and Fee-Based contracts to sign. Then we'll set up the next appointment, which is for gathering financial information needed to get to know you, and run financial projections.
Second Meeting: This is where we'll collect your financial data needed to input into financial plan software. We'll start with what we call Fact Finder Part II to get to know you well enough to make recommendations. Then we'll use Fact Finder Part III to organize and gather detailed investment account data, if needed. Then we'll discuss and set your goals, priorities, visions, assumptions, and objectives. An interim meeting after that may be set up to confirm your financial account data to be input into investment software. This can also be done by mailing preliminary reports. When this is completed, then we'll set next appointment. Third Meeting: We will return original financial documents to you. Discuss any changes from last appointment. Present the financial plan reports. Recommend other resources to read. Coordinate with your 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 the general asset allocation guidelines calculated for you. Review titling of assets to ensure proper estate distribution. Review life insurance holdings to ensure proper estate distribution. Implement financial planning recommendations: Set timetables for things that can't be implemented on the spot. |
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