Discovery Meeting

Service Description

Thank you for your interest. Please let us know how we can best assist you. We are looking forward to meeting you. **Discussion topics may include, but are not limited to, the following:** Personal Financial Check-Up Learn the 4 steps to create financial strength. During our meeting, we will discuss the following 4 steps to create financial strength in detail and then create a financial budget plan: Step 1: Managing Your Money Wisely Step 2: Protecting Your Income and Your Family Step 3: Accumulating Assets Step 4: Preserving Your Legacy You will leave the meeting with a financial budget plan and an understanding of the following 4 basic financial principles: 1. The Effects of Inflation 2. The Power of Compound Interest 3. The Effects of Taxes 4. The Effects of Risk ___________________________________________________________________________________ Retirement Planning - An introduction to wealth accumulation, protection, and transfer. During our consultation, we will walk you through the 8 essential elements of wealth accumulation and maintenance. Points of Interest include, but are not limited to, the following: 1. Conduct a Personal Financial Check-Up 2. Analyzing your emergency fund 3. Reviewing your debt 4. Analyzing your retirement funds 5. Evaluating insurance coverage 6. Optimizing your taxes 7. Building a Legacy Fund 8. Discussing plans for the end and after (Estate Planning) ___________________________________________________________________________________ Life Insurance 101 Learn about life insurance, the varying types, and its living uses. Have you heard of life insurance through the grapevine? Are you aware of the living benefits of life insurance? Have stories of life insurance going wrong with friends and family left a bad taste in your financial palate? ___________________________________________________________________________________ Become a Business Partner The PRICE of Admission for joining the FGM Family: Positivity, Reliability, Integrity, Coachability, and Enthusiasm. If you are willing to pay, schedule a discovery meeting with us today! Points of Interest include, but are not limited to, the following: 1. How to join the team 2. Requirements 3. Exam Prep 4. Compensation before and after licensing 5. How to Hit the Ground Running

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