THE IMPLEMENTATION MEETING

Having a comprehensive plan to accomplish your goals and then not implementing it is sort of like buying an airline ticket and not taking the trip. So, the next step in The Freedom Experience® process is probably the most important one; the next step is to implement the plan to take you from where you are now to where you want to be! Approximately two weeks after The Discovery Meeting, you will return to our offices to meet with your Trusted Advisor™. Your Trusted Advisor™ will review your Financial Road-Map®, guide you through your Implementation Plan and help you understand and sign all necessary paperwork to start implementing your plan. You will also complete a Life Satisfaction Questionnaire (PDF). To prepare for the Implementation Meeting, you will need to bring any documentation you did not provide during The Discovery Meeting. If there are any documents still needed from you, a list will have been provided to you at the close of our Discovery Meeting, but if you need any help, please refer to the Document Checklist (PDF) for all needed paperwork or contact us. During this meeting our staff will introduce themselves and arrange dates and times with you for your next meeting (The Initial Progress Update Meeting), so please bring your calendar. Our goal for the Implementation Meeting is to establish a plan of action to make life easier and run smoother by establishing strategies and identifying resources to overcome obstacles.