If, at your Financial Road
Map®
meeting,
we all determine there’s a
good fit
between us, we’ll be
honoured to invite
you to become a client.
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You will have asked us
to write a
financial strategy for
you to actualise
your Financial Road Map®
and to
participate in your
personal 3 x
four-monthly review
meetings held
each year.
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We will have written
your Financial
Strategy and
Implementation Plan.
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Your goal for this
meeting is to
establish and execute a
plan of action
to make elements of your
life easier
and run more smoothly by
implementing strategies
and identifying
resources to overcome
obstacles.
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You’ll receive
confirmation of the next
meeting date, so please
bring your
calendar or diary.
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