• Portfolio Products
    • Model Portfolios
    • Capital Preservation
  • Distinctive Services
    • Research
  • Fiduciary Planning
    • Report Gallery
  • Engagement
    • University of Minnesota
  • Blog
  • About Us
    • Contact Us
    • Schedule Meeting
    • FAQs
  • Client Portal
Full spectrum goals for financial planning
Full Spectrum Goal Planning
January 15, 2021
Published by Brad Horn on December 4, 2020
Categories
  • Financial Planning
Tags
  • checklist
  • retirement planning
  • wealth management
Client Discovery Meeting

Issues to Consider in a Client Discovery Meeting

Client Discovery Meeting
Download

Your initial experience with us is very important and begins with the Discovery Meeting.  The Discovery Meeting will set the stage for what you can expect from us in the future.  Our data collection and structured interview process is all about asking the right questions to identify planning opportunities.

In this checklist, we focus on the important questions to ask.  Our goal is to define strategies and curate the best advice for you.  Our checklist is shared to help you in advance. Some examples of topics we will go over include:

  • Future (or recent) life events
  • Family structure and other stakeholders
  • Personal and family goals
  • Saving and investment strategies
  • Health, long-term care needs and insurance
  • Cash management and distribution strategies
  • Debt to income ratios for potential future lending
  • Estate planning and social impact investing
Share
0
Brad Horn
Brad Horn

Related posts

US Equity Average Returns | Saffron Capital
May 19, 2022

The Bumpy Road to Average Returns


Read more
Retirement Planning MasterClass Minneapolis
March 15, 2022

Retirement Planning MasterClass


Read more
Financial Planning Minneapolis
November 19, 2021

Important Planning Numbers 2022


Read more

Comments are closed.

Categories

  • Financial Planning
  • Market Analysis

Tags

bonds (26) checklist (4) commodities (24) currencies (23) energy (8) equities (33) estate planning (5) food & fibers (6) grains (6) investment planning (25) livestock (6) metals (6) quarterly outlook (5) reference (3) retirement planning (11) Social Security (3) tax law (4) wealth management (18)

Archives

  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • May 2021
  • April 2021
  • March 2021
  • January 2021
  • December 2020
Legal Info   Privacy Policy   Form ADV2A   Form ADV2B   CTA Disclosures   FAQs   Investment Risks  

Registrations:
     
Financial Industry Regulatory Authority
National Futures Association
CFA Institute
Minnesota Technology Association
Minnesota Chamber of Commerce

Phone:
612-227-2485
 
Fax:
612-444-8882
 
Email:
hello@saffroncapital.com

Address:
2836 Lyndale Ave S
Suite 105
Minneapolis, MN
55408

  • December 2022 Asset Returns | Saffron Capital
    December 2022 Returns and Asset Performance
    January 1, 2023
  • November 2022 Returns and asset Performance
    November 2022 Returns and Asset Performance
    December 2, 2022
  • Saffron Capital
    October Returns and Asset Performance
    November 2, 2022
© 2021 Saffron Capital & Technology, LLC All Rights Reserved.