This is what we call the ICA visit, and it, along with all other visits from here on out, will cover 60 minutes. During the ICA visit, we will review your current financial position - particularly areas around retirement income planning, insurance planning, estate and tax planning. We will analyze your current investments and determine where you will be in 10, 20, 50 years into the future if nothing were to change. This helps us review questions such as if the expectations/goals, that we discussed in the first visit, will be met or not. We briefly discuss plans and strategies about moving forward, and disclose to you our project management fee.