The Victory Meeting Process
You will have as much contact with your Trusted Advisor and Deliverables Team Members as you require and desire. However, three times a year we will need you; and we will schedule vital Client Progress meetings for every four months. If we need to rearrange these dates to fit your calendar, as they grow closer, we have the flexibility to do so. These meetings are important for you and us both; you will appreciate hearing the progress towards accomplishing your chosen financial objectives. And these meetings are highly critical to us as this is the time to gather information and documents from you to coordinate your personal financial affairs.
How it Works
[Click on a meeting below for a full description.]
Meeting #1: The Discovery Meeting
- Bring all of your financial documents. [Click for list of documents to bring.]
- If you’re married it’s important that you both attend.
Once we all agree that working together is a ‘good fit’, we’ll spring into action and create your personal comprehensive written financial plan for you.
Within 2 weeks we will get together for Meeting #2: The Implementation Meeting.
Meeting #2: The Implementation Meeting
Within six weeks of this meeting, we will get together for Meeting #3: The Initial Progress Meeting.
Meeting #3: The Initial Progress Meeting
Now things really start to get exciting!
The Annual Three Meeting Process
By this time we’ve worked hard to get your entire financial house in perfect order. To make sure it stays that way you receive three regular annual meetings, one every four months:
Annual Meeting #1: The Comprehensive Safety Review
Four months later we’ll have Annual Meeting #2: The Goal Progress Outlook Meeting.
Annual Meeting #2: The Goal Progress Outlook Meeting
Once per year we will “dive deep” into every one of your financial objectives with you and provide you with the numbers necessary to fund each goal. Our Subject Matter Experts will share The Goal Blueprint which has been prepared for each of your goals detailing both the strategies and the tactics currently in-place which are creating the greatest probability you will achieve each one by the target date you’ve set.
Four months later we’ll have Meeting #3: The Annual Review.
Annual Meeting #3: The Annual Review
Things happen in life. That’s why we need to meet with you once every four months for a comprehensive client progress meeting. One of those meetings each year is a thorough annual review. As with every progress meeting, we will have several crucial conversations and at this meeting each year we’ll go through The Correct Your Aim (CYA) client exercise.
Four months later we start all over again with Annual Meeting #1: The Comprehensive Safety Review.
Securities and investment advisory services are offered through The Freedom Experience, Inc. a registered investment advisor. Annuities and insurance products are provided by various insurance companies and offered through Victory Wealth Management, Inc., a licensed insurance agency, doing business as Victory Wealth Services in Arizona. Product and feature availability may vary by state.
• Not FDIC insured • May lose value • No bank or credit union guarantee • Not a deposit • Not insured by any federal government agency or NCUA/NCUSIF