Objective: Gather all information for our vault of information to better give direction.
Step 1: After the meeting, send out the template below to confirm the next appointment you have already scheduled for the Investment Meeting.
Scheduled within 24hours of meeting. Includes a formal greeting & 2 financial key goals. Next date and time for meeting is set up.
Attachment 1 : Portfolio Survey Questions from Survey Monkey
Attachment 2: Riskalyze Questions
Link: Intro Video
Documents to be attached to the Discovery Meeting follow up email and sent within 24 hours of scheduling the Investment Plan Meeting. Generic Docs, No Names & No Signatures needed. Make sure registered in email & Redtail