YOUR COMPLETE CLIENT PACKET
From discovery to coordinated execution.
The current templates and fictional samples, including the updated risk tolerance assessment and client-experience survey.
Discovery & proposal
Discovery Conversation
The complete guided discovery conversation, ready to use.
Discovery — Handwritten Sample
A fictional completed discovery conversation with blue-pen answers.
Proposal & Next Steps — Take-Home Overview
Conversation summary, next steps, the Three C’s, and scope and fees.
Clarity, Confidence & execution
Client Clarity Assessment — Blank Homework
The full client homework packet with the updated risk assessment.
Client Clarity Assessment — Handwritten Sample
Fictional returned client answers for the complete homework packet.
Clarity & Confidence Report — Mitchell Sample
The current integrated Mitchell family Clarity and Confidence report.
Executive Summary & Coordinated Execution Plan
The completed sample summary, priorities and coordinated follow-through.
Updated review assessments
Risk Tolerance Assessment — Updated
The six-question assessment, separate client/co-client scoring and discussion guide.
Client Experience Survey — Updated
The current ten-question client experience check-in with room for comments.