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Templates

Session 2

  • iPad Fact Finder
  • Sample Data Set
  • Sample Meeting Notes
  • Budget Blueprint

Session 3 Expectation Phase Prep

  • Sample Initial Analysis
  • Expectation Meeting – Prep Notes

Session 3

  • Sample Meeting Notes – Expectation Meeting

Session 4

  • Sample Meeting Notes – Direction Meeting

Session 5

  • Sample Meeting Notes – Direction Meeting
  • Sample Estate Planning Worksheet

Session 6

Session 7

  • Sample Service Model & Points of Engagement
  • Sample Strategy Management Notes – Summary & Update
  • Sample Relationship Development Grid

Session 8

  • Goal Diagram
  • Sample Ideal Calendar – Wes
  • Sample Investment Meeting Agenda

Contact Us

Phone: 866-485-1112

Planning Shepherd, LLC
P.O. Box 122594
Fort Worth, TX 76121

Planning Shepherd
Software Requests

Email: sales@transform.planningshepherd.com
Phone: 866-485-1112

Transform Learning
Series Requests

Email: cheryl@transform.planningshepherd.com
Phone: 512-610-3133

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