Meeting Minutes

07/01/2025 - Vision Meeting

Notes

• Discussed each of your 3 questions

• Our next meeting is scheduled for Wed, 8/31 @ 9am PST

  • Agenda

    • Discuss your updated cash flow & plan for tax bill

    • Make progress on making sure family is taken care of (e.g. your estate plan & insurance)

For You

• So that we have up-to-date information, log into RightCapital & re-connect accounts  in the Net Worth tab (sorry, they break after a while)

• Upload statements for your Northwestern Mutual insurance policies & Roth IRA account

06/05/2025 - Get Organized Meeting

Notes

• Detailed walkthrough of your profile in RightCapital

• Discussed details around your upcoming IPO

For You

• Complete your 3 Questions

For Me

• Send resources re: private company stock compensation

04/05/2025 - Financial Analysis / Proposal Meeting

Notes

• Walked through your financial analysis & proposal

• Here are a few referrals to other planners that may be a good fit

  • • ISO Financial

    • RSU Wealth

    • ESPP FP

For You

• Review your proposal & think about whether it'd be a good fit to move forward

For Me

• Send client agreement for you to review

03/20/2025 - Intro Meeting

Notes

• Things that we talked about in your introductory call

• More stuff about what is on your mind

For You

• Begin data gathering process in RightCapital

• Upload some docs

For Me

• Put together your financial analysis & proposal