Now that we’re comfortable, this meeting will allow us to present you with a custom financial plan, complete with recommendations for how to best achieve your financial goals. We’ll discuss the implementation and monitoring stages of the plan, we’ll educate you on what we think the most appropriate investment strategies for you are, and we’ll share with you the details about how to work the plan, including what we need from you. You’ll leave this meeting with a personalized financial plan developed using a program called “Wealth Vision.” You’re invited to ask questions and thoroughly review the plan and then decide if you want Main Street Investment Group to be your financial advisor. If so, we’ll move forward with a third meeting. If not, you’re free to keep searching for a fit with no fee for services from us.