Prior to the meeting:
You will be given access to your own wealth portal so you begin to enter key financial info such as account balances, debts, and tax returns.
During the meeting:
We will hunt down any remaining key information that you had difficulty hunting down. We will also nail down initial targets for the cost of goals & timelines so that we can prioritize next steps.
After the meeting:
This will likely be the first time you see your whole financial picture in one place. This can be a
very empowering moment because this is the point where we will begin to measure your progress. You will have your own
financial hub, which you can utilize to track your progress on all of your important goals.