How do I get everything done in 2 weeks before The Implementation Meeting?
In The Three Meeting Process™ (TMP) the team has 59 days to put together the client's lifetime comprehensive financial plan. In the first 2 weeks I require 2 things from the team: 1. Initial draft of their capital projections (to see if their goals are realistic and to allow us to begin transferring assets into an “initial allocation” which is suitable based upon all they have shared during the initial client interview) and 2. To do “triage” to determine if anything there are any more urgent planning issues (no estate plan in place, major gap in (missing) insurance, tax problems, urgent investment issues or deadlines… whatever each Deliverables Team Member (DTM) notes that’s urgent, on first glance, during the first 2 weeks.
The Three Meeting Process™ (TMP) then allows the full comprehensive plan to take up to 59 days.