In our next meeting, we’ll be ready to discuss your needs in greater detail and we’ll present you with your Engagement Meeting binder. The most important part of this binder is a series of working documents we’ll use to confirm your goals and concerns, adjust our assessment of the information you have provided as necessary, and form the framework for your financial plan. The binder also includes a general outline of our philosophies, legal and regulatory information, the fees involved with moving forward with your financial plan, and an overview of our recommendations.
If we decide to proceed, we’ll formalize our relationship with a contract. Half of the agreed-to fee will be required with the balance due upon presentation of your plan.