By: Rachel Krabill, Administrative Assistant
“So… what just happened back there?”
My husband and I were sitting in our car wondering how the conversation we’d just had with a financial professional had seemed so clear and concise while we were in his office, but now that we had traveled the 30 feet to our vehicle, it seemed so muddled in our minds.
As we tried to sort out the key points of the discussion and the conclusions that had been drawn, I was kicking myself for not taking better notes and thinking there has to be a better way.
No one wants to walk away from a financial conversation (even if it is a Pleasant one) feeling shell-shocked or in a haze.
Pleasant Wealth advisors use a simple tool to alleviate that likelihood: the recap email.
Following each review meeting, your advisor will draft an email message that will spell out:
- A recap of the conversation: key points that were discussed and conclusions that were drawn
- Our homework: what we plan to do next to keep your financial plan moving forward
- Your homework: what we would like you to do to help meet the objectives that were set
- At our next meeting: when the next meeting should be and what will be discussed
You won’t find yourself wondering “Did I forget something?… What did she say?… What’s supposed to happen next?… What just happened back there?”
Having a clear record of the heart of the discussion and specific next steps for all involved leaves you feeling confident that 1). you were heard; 2). your advisor is partnering with you to meet your objectives; and 3). everyone knows the clear path forward.
“Gone are the dark clouds that had me blind. It’s gonna be a bright sunshiny day!”
