Financial Advisor Prescott : Victory Wealth Management

OUR PROCESS | The Secondary Progress Update Meeting

In order to prepare for your Secondary Progress Update Meeting, you are encouraged to have questions for your Trusted Advisor™. This is a wonderful opportunity for you to open up about any questions or issues you may be facing. Remember, if there are any drastic changes in your life, please let us know! We are here to help. Otherwise, you will be updated on all progress and arrange for you to begin The Freedom Experience® Meeting Process. Please have your calendar handy so you can confirm our next time together. If you have any questions on any of the preparation for this meeting, please contact us.


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Financial Advisor Prescott : Victory Wealth Management