September 26, 2018

STEP 2: SCHEDULE INTRODUCTORY MEETING

Schedule Introductory Meeting

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Agenda

Please Allow 15-30 Minutes For This Meeting

 

Setting The Stage

  • About Alphamint Financial
  • Review Adviser Bio
  • Discuss Our Process & Service Offering

Client Expectations and Goals

  • Review the Clients expectations for this relationship
  • High Level discussion regarding client financial goals

Final Items & Action Items

  • Schedule Strategy Call
  • Complete the Financial Questionnaire
  • Review & Sign Agreements
  • Review & Sign Applications
  • Review & Sign Transfer Forms (if applicable)