Initial Meeting
- Purpose: Understand client needs, goals, and challenges.
- Outcome: High-level understanding of client requirements and next steps.
Proposal Meeting
- Purpose: Present tailored proposal with scope, timeline, and pricing.
- Outcome: Agreement on project direction and approval to proceed.
Plan Onboarding Session
- Purpose: Kick-off planning phase, gather detailed input, align on tools and collaboration methods.
- Outcome: Shared understanding of roles, responsibilities, and timelines.
Refinement Whiteboard Meeting
- Purpose: Collaborative session to refine ideas, priorities, and deliverables using whiteboarding tools.
- Outcome: Clear, actionable roadmap for implementation.
Plan Delivery Meeting and Implementation
- Purpose: Present finalized plan with detailed steps, deliverables, and timelines.
- Outcome: Client sign-off on plan and preparation for execution.
Ongoing Plan Review
- Purpose: Regular check-ins to assess progress, adjust plan, and address alignment with goals.
- Outcome: Continuous improvement and value delivery.
Corbin Sutton, MBA
Financial Planner, CFP®
100 N. Loudoun Street
Winchester, VA 22601 – 4007
Call: (703) 245-5038
Connect
Corbin Sutton is a Financial Planner with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under “Prudential.” LPLE and LPL Financial are not affiliated with Prudential. LPLE and LPL Financial are not affiliated with Woodward Financial LLC or Prudential.
LPL Enterprise Form CRS: https://www.lpl.com/lpl-enterprise.html
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation.
