b'5rsReview F tiMeetingReview of Steps ActionedHaving now implemented your advice we are able to provide you with a summary and recap of what we did and why we did it. We also can assist in answering any questions that have arisen since our last contact and discuss any new changes that may have happened. At the end of our meeting we will then confirm when we would like to meet for our next meeting e.g. six months time or twelve months time. We will factor in any upcoming events like: End of Changes in ChristmasFinancial Government and HolidayYear Policy BreaksAnd life events such as:Marriage Having aRetirementbaby, etc.At this point we will also discuss your other needs like estate planning, mortgage brokerage, debt management and tax mitigation. If appropriate we will assist in an introduction, including coordination, with these other professionals to ensure you get the best outcome.OUR PROCESS|PAGE 10'