Your Presentation & Implementation Meeting—Turn strategy into action with a personalized plan.
PRESENTATION & IMPLEMENTATION MEETING
Review your personalized plan and take the next steps with confidence.
Meeting Details
Purpose: To present your personalized financial plan, review recommendations, and establish next steps for implementation.
Duration: 60-90 minutes
Location Options: Zoom, Google Meet, Microsoft Teams, or In-Person
Scheduling: Scheduled after the Explore Possibilities Meeting; a scheduling link will be provided by email.
Fee:
Ongoing engagements: Included in your service package
Project-based engagements: Invoiced at the agreed-upon hourly rate following the meeting
Expectations
The Presentation & Implementation Meeting is where we bring it all together. We’ll walk through your customized financial plan, answer your questions, and outline the steps to put your strategy into action. Use the scheduler below to select a time that works best for you.
What to Do to Prepare
To make the most of this meeting:
Review any documents we’ve shared with you in advance
Write down your key questions so we can address them directly
Think about your priorities — what matters most to you right now
Bring decision-makers — if your spouse or partner is involved, we encourage them to attend
What Happens in the Meeting
We’ll walk through your personalized financial plan step by step
You’ll see how strategies fit your goals and financial situation
We’ll clarify any recommendations so you feel fully informed
Together, we’ll create a clear plan for next steps and implementation
Looking Ahead
By the end of this meeting, you’ll have a clear path forward. If you’re ready, we’ll begin implementing your plan — opening accounts, aligning investments, and putting strategies into motion. This is where your financial planning process truly takes shape.
Useful & Timely Resources
Documents To Keep On File — ( PDF | Interactive )
Important Milestones — ( PDF )
Issues To Consider As A New Client — ( PDF | Interactive )
Master List of Goals — ( PDF | Interactive )
Important Numbers — ( PDF )
Starting Out Financially — ( PDF | Interactive )