Wednesday, September 20th, 2017

First meeting agenda


The purpose of this meeting is to: allow you to learn or review a few financial planning concepts and how my team services the needs of clients; and to allow me to learn about your current situation and goals for the future in order to develop a proposed financial plan. Normally the first meeting proceeds along the agenda which follows and takes about 90 minutes, but every meeting is a little different and discussion is most welcome. 
 
1. Your present situation (approx. 60 min) :

 - family

- employment and benefits

 – wills and powers of attorney

- life and disability insurance

- income and major financial related spending

- assets and liabilities

- income tax situation, RSP, TFSA limits

2. The role of (approx 20 min):

- a financial planner

- basic financial concepts

3. Specific goals of planning. If we agree to work together and you are looking back three years from now, what will have needed to happen to make you very happy about the financial planning process and our work together?
4. Question and answer
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________

____________________________________________________________________________________

 

5. Letter of engagement review and signing

6. Scheduling of second meeting to review proposed financial plan.  Second meeting date: _______________________.

Bring to first meeting
+ investment statements                   + insurance policies and statements
+ will and power of attorney               + debt info
+ pension info                                  + employment benefits
+ pay stub                                       + mortgage statement