PRESENTATION MEETING

Initial Presentation (two options)

• “Co-create” the financial plan with the client:
  • Assumes basic financial info has already been entered into program
    • Discuss and clarify client goals as you enter them and see the initial results
    • Collaboratively explore possibilities as you change assumption and adjust goals
• Use Traditional Planning Process:
  • If paperwork is already signed and client is committed, present the financial plan
  • If no commitment yet, then show a sample financial plan to illustrate work that can be done
    • eMoney Sample Plan
      • Business Owner Report
      • Corporate Executive Report
    • FP Executive Summary (Sample)