Post-Discovery Meeting

PROCESS 1: 

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• Step 1: After the meeting, send out the template below to confirm the next appointment you have already scheduled for the Investment Meeting. 

 Email Template to send: Discovery Meeting Confirmation Follow up :  

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  

• Attachment 1: Form ADV-PT 2,  

• Attachment 2: Engagement Standards & Description of Services 

• Attachment 3: Privacy Policy