The Copperleaf Process - 1st Meeting

Intro

What and Why of
Financial Planning

First Meeting Goal

First Meeting Goal - Part 1
Prospect Planning Priorities

First Meeting Goal - Part 2a
Perfect Day Exercise

First Meeting Goal - Part 2b
Perfect Day Exercise

First Meeting Goal - Part 3
Ground Rules & Process Overview

First Meeting Goal - Part 4
Facts and Feelings

First Meeting Goal - Part 5
Personal Benchmark Discussion

First Meeting Goal - Part 6
Schedule Second Meeting