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Four
months from the date of your
Goal Progress meeting,
you’ll return for your first
Financial Road Map®
update meeting. Financial
Road Map®
update meetings will then
take place four months after
each Goal Progress meeting.
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Confidential Planning
Questionnaire sent 60 days
prior to this meeting. |
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Update Financial Road Map®,
focusing on what’s
important to you, supporting
your goals and benchmarking
your financial progress
visually.
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A complete record of your
assets, liabilities and
insurances; written plans
for cash reserves and debt,
the status of each financial
asset and goal and the
position of your estate. | |
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Fresh Financial Road Map®
to compare to previous
versions. | |
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Help with the Quality of
Life Enhancement Exercise.
You'll receive confirmation
of the next meeting date, so
please bring your calendar
or diary.
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