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Four
months from the date of your
Safety Review meeting,
you'll return for your first
Goal Progress meeting. These
meetings will then take
place four months after each
Safety Review meeting.
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60 days prior to this
meeting we will send out
your most recent
Confidential Planning
Questionnaire. Please review
for amendments and send it
back within 30 days.
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We’ll walk you through
specific steps to fund each
goal over the coming year.
We’ll discuss tax issues,
cash flow issues and the
best way to deploy and
allocate your assets for
each of your goals that
require planning and money
to achieve. | |
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We’ll review the progress
you’re making towards your
goals and determine if any
changes are needed to your
Implementation Plan.
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We’ll help you with the
Quality of Life Enhancement
Exercise. You will receive
this each time you meet us
so that you can track how
you’re doing in areas that
you feel will enhance your
quality of life.
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You’ll receive confirmation
of the next meeting date, so
please bring your calendar
or diary.
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