Ryan Peterson Ryan Heath AW10170161

WHY FINANCIAL PLANNING?

To establish a basis for working together and gain pre-commitment FIRST MEETING GOAL: To establish a basis for working together and gain pre-commitment

FIRST MEETING STEP ONE: Determine Priorities

FIRST MEETING STEP TWO: Perfect Day Exercise

FIRST MEETING STEP THREE: Ground Rules

FIRST MEETING STEP FOUR: Set Agenda

SECOND MEETING GOAL: Demonstrate Value and Sign Client

Recap Priorities and Micro-Commitments SECOND MEETING Engagement Letter PART ONE: Recap Priorities and Micro-Commitments

Balance Sheet and Income Statement SECOND MEETING Engagement Letter PART TWO: Balance Sheet and Income Statement

SECOND MEETING Engagement Letter PART THREE: Alpha, Beta, Gamma

Time and Work Commitment SECOND MEETING Engagement Letter PART FOUR: Time and Work Commitment

SECOND MEETING Engagement Letter PART FIVE: Price the Plan

UPCOMING WEALTH ADVANTAGE Technology Deep Dive Advanced Planning Strategies Master Appointment Process And More…