The Planning Process
1) The Introduction Meeting
a) Conducted at the clients office
b) Information given about us and what we do
c) A description is given of our process
d) Discussion of the BIG issues faced by the clients company/industry
e) Estate Survey Requirement are presented with timeline
f) Signing of the Engagement Agreement
2) Compile information for the Estate Survey and research relevant issues
a) Meet with the client to determine their goals
b) Create a summary letter of the key issues and objectives
3) Presentation of the Key Issues
a) Power Point presentation on the key issues that are faced by the client
b) Are we to proceed?
c) If the answer is No – This is the final step
d) If the answer is Yes – we proceed to step 4
4) Development of solutions
a) Developing a tax and risk management plan
b) Referring to the necessary professionals
5) Presentation of Solutions and Continuous Service