David Brunson, CFP, CFA, CDFA

In the first joint meeting with collaborative clients, it’s important to describe the journey that they are about to undertake with their collaborative team.  We normally do this by reviewing and discussing the “Roadmap to Resolution” that we follow in the collaborative process. This “roadmap” is a classic problem-solving methodology where we attempt to identify the client’s goals and interests in this first meeting. After this initial meeting, the clients are usually off and running, … [Read more...]