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Four
months from the date of your
Implementation meeting,
you’ll return for your first
Safety Review meeting. These
meetings will then take
place four months after each
Financial Road Map®
Update 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 clarify any
insurance issues – if
any - and you'll receive
recommendations on
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increasing the safety of
your financial strategy,
further protecting the
probability that you’ll
accomplish your goals
and prevent your plan
from becoming derailed.
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We’ll also help you with
the Quality of Life
Enhancement Exercise.
You’ll receive this each
time we meet 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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