1. Ryan Peterson Ryan HeathAW

2. WHY
FINANCIAL PLANNING?

3. 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

4. FIRST MEETING
STEP ONE:
Determine Priorities

5. FIRST MEETING
STEP TWO:
Perfect Day Exercise

6. FIRST MEETING
STEP THREE:
Ground Rules

7. FIRST MEETING
STEP FOUR:
Set Agenda

8. SECOND MEETING
GOAL:
Demonstrate Value
and Sign Client

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

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

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

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

15. SECOND MEETING
Engagement Letter
PART FIVE:
Price the Plan

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