First Meeting – Getting to Know

• Your experiences & perspectives with money (view questions in first meeting)
• Licciardello philosophy to investment success
• Cost of services

Second Meeting – Goals & Expectations

• Identify & Understand your Values
• Set Goals & Expectations
• Discuss Risk & Reactions/Emotions/Decision Making

Third Meeting – Begin the Plan

• Begin Outline of Financial Plan
• Discuss Your Communication Preferences
• Sign Letter of Engagement with Compass Capital