Page 4 - Ocean 6 Client Welcome Pack

P r e p a r a t i o n
Take some time to think about
what your dream life looks like.
The goal-setting visualization is a
great place to start.

C a s h F l o w & D e b t A n a l y s i s
THE 2-hour meeting

BLUEPRINT After a deep dive into your income,
assets, debts and expenses, we
present a cash flow strategy to
WHAT TO EXPECT ensure your money is allocated to
the right places.
FROM YOUR
PLANNING PROCESS

I n s u r a n c e & I n v e s t m e n t
R e v i e w
2-hour meeting

Together we review your
investments to ensure tax
efficiency. This is also when we
complete your insurance needs
assessment.