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Post-Discovery Meeting

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. 

 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. 


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  




Template 1: Post Discovery Follow Up Email

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