Talking to Kim Sare - Chartered Financial Planner

The Financial Neutral Discovery Meeting

Please go to the questions and answers that interest you by using the video time indicators below -

0.00 – 01.59 – Introduction

02.00  –  The 6 questions we will be answering

1. What is a Discovery meeting

2. Why is it important

3. Who needs to be there and why

4. When is the best time to have it during the mediation journey

5. How to prepare for it

6. What are some typical outcomes

03.00 – What is a Discovery Meeting?

Fact finding meeting and opportunity to meet the FN and discuss how they can help.

06.30 – Why is it important

To understand why it is important to you and the whole process to have a Neutral Financial support creating a cohesive, collegiate, problem-solving partnership

07.50 – Who needs to be there and why

The clients, Financial Neutral and Mediator to establish clarity about role and responsibilities with the mediation process and journey

09.50 – When is the best time to have this session

After the two separate MIAMs or after the first mediation session. There are pros and cons to each.

15.30 – How best to prepare for the Discovery session

Send the Financial Neutral the mediated outcome summary and open financial spreadsheet

22.45 – What can they expect the next steps to be after the Discovery session

The Financial has separate Discovery calls with each client or both clients together.

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