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April 1, 2024
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Client 2 Year Timeline
Created by
Craig Hopkins
⟶ Updated 23 Nov 2017 ⟶
List of edits
Comments
Events
Newsletter
Onboarding Process
January RRIF Letters
Newsletter
Newsletter
Offer Tax Returns
Educational Seminar
Newsletter
Newsletter
Potential Client Event
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Newsletter
Educational Seminar
Client feel good touch point
Potential Client Event
RRIF Letters
Offer Tax Returns
Educational Seminar
Potential Event
Educational Seminar
Client Feel Good Touch Point
Roundtable Session
Potential Client Event
Periods
Q1 Data gathering Updated financial plan Vision Document Roadmap Ed. Survivor Income
Q2 Review Vision Doc Review Roadmap Are we on track? Wealth Management Binder
Q3 Review Vision Doc Review Road Map Are we on track? Independence plan Ed. Budgeting
Q4 Review Vision Doc Review Road Map Are we on track? Spending plan Ed. Educational Funding
Q1 Review Vision Doc Review Road Map Are we on track? Wealth Management Topic
Q2 Review Vision Doc Review Road Map Are we on track? Testimonial and Radar
Q3 Review Vision Document Review Road Map Are we on Track Wealth Management Topic
Q4 Review Vision Doc Review Road Map Are we on track? Wealth Management Topic