financial planning 13

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Write a 2 page summary of your pre-planning notes for your first meeting with Michael and Claire.

Use any information you learned in Chapters 1-4 to prepare your planning notes for your first meeting with Michael and Claire. Your planning notes should be in the form of a paper, and should include: 1. Thoughts about how you will begin the meeting, how you will listen, how you will build the clients confidence in your ability to provide them with financial planning services. 2. A list of prepared questions that you feel you need to ask them (remember time is limited) 3. A description of how you will close the meeting, and tasks you will assign yourself and your client that need to be completed prior to the next meeting

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