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
