THE GOAL PROGRESS OUTLOOK MEETING

Four months from the date of your previous meeting, you will return to our office for a Goal Progress Outlook Meeting. This is an important meeting to review the unique plan for each of your goals requiring money and planning to achieve. Your comprehensive financial plan envisions the strategy to achieve your goals, but at this meeting we’ll walk through the specific tactics to fund each goal over the next year. We’ll discuss tax issues, cash flow issues and which account is smartest to fund each goal. Your best result for the Goal Progress Outlook Meeting is to review the progress of your goals and establish if any changes need to be made to your Implementation Plan. In addition, you will receive confirmation of the next meeting date, so please bring your calendar.