i) Immediate financial needs, goals or concerns.
ii) Your Retirement Goals including retirement date, income needs and duration
iii)Your Investment Goals, Risk Levels, Time Horizon, Liquidity, Income Needs
Your Service Expectations and Needs
My Practice Style, Philosophies, Licensing and Certification
Summary of Engagement Letter – Retirement and Estate Planning
Engagement Letter – Investment Management
- Presentation of Draft proposals: Retirement, Investment or Insurance.
- Document or Application completion where necessary:
- Investment Statement Review if necessary and Presentation of Revised Retirement, Investment or Insurance Plan
- Establish next meeting date and preliminary agenda.