Meeting 2: Exploration
Using the information gathered during and after our first meeting we will prepare an initial draft of your investment plan. We'll explore opportunities to expand on your goals, as well as identify any gaps in your current strategy. Then we will refine your plan, evaluating potential scenarios so you understand how your finances may be impacted. This will allow us to begin preparing for our next meeting where we will look closely at your financial risks, expenses, sources of income, tax considerations, employee benefit plans, and more.