TROY M. SMITH
CERTIFIED FINANCIAL PLANNERTM		 Independent Financial Planning Advice Since 1989
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NEW CLIENTS

Your Financial Planning Starts with a Preliminary Planning Meeting

Before Your Meeting:
Write down your questions and bring them with you to the meeting.

To assist you in developing questions, you may want to use this worksheet.

During Your Meeting:
The following agenda items will be covered:
  1. Review Financial Planning Questions (10-15 minutes)
  2. Review SEC Advisory Disclosure Information
  3. Review Data You Provided Us
  4. Preliminary Planning Reports:
    1. Personal Financial Statement
    2. Cash Flow Analysis
    3. Tax Analysis
  5. Answer Questions
  6. Make Recommendations

After Your Meeting:
Financial planner will dictate notes, containing a review of the issues covered, which will be transcribed and mailed to you.
"You can't control the wind, but you can adjust your sails to get to your destination."
     Securities and Advisory Services, including Financial Planning, offered through H. Beck, Inc., Member FINRA and SIPC.
Copyright © 2009 Troy M. Smith, Certified Financial PlannerTM
Serving clients in Raleigh, Cary, Durham, Chapel Hill and other Triangle area cities.