Last week we wrote about Deliverable #3 - 30,000 foot view of your current finances, here.
If a financial plan is to be created, implemented over time and updated regularly- who are the expert team members providing you expert advice, encouragement and assistance implementing the advice provided?
Deliverable #4 is identifying your expert team members. The idea is to help you identify who are your expert team members - and who might be missing. You may also share the nature of your relationships and your happiness with their work.
If we decide to work together, this gives us a sense of who we will be working with at the beginning, and where we might be recommending replacements.
Experts may include, financial planner, investment advisor, insurance expert (life, health, property), tax pro and estate planning attorney.
On to the 5th Deliverable, what attributes do you want in your expert advisor serving you? The post is here.
The Mind Map created during the Discovery Meeting.