Andrea Thompson

Sometimes we don't.

We follow up with them on those tasks, which is an automated practice between meetings.

And then we go to the next meeting and we talk about what was done, what was the roadblocks, what support do they need assistance with.

And sometimes it's coordination with external professionals.

Sometimes it's not.

Often it's upload a document to your portal.

Not that hard.

Sometimes it's go think about this.

You know, have a conversation with your spouse.

So it's the active work on the planning rather than here's a plan, here's your things to do.

And that active work leads to more planning success.

And when the client feels that they've seen these little baby steps of success, it gives them the confidence to say, hey, I can do this.

You know, this isn't that bad.

I can work on the next one or I can do the next thing.

And once we've gone through, let's say, the first module and we've started to work on the task, then that will move on to the second one and so on and so forth through the course of the year.

And often it'll take someone longer than a year to get through all the modules because the work takes time.

People are busy.

We're not always prioritizing doing financial planning every single day.

So we give the people the space and the time to work through their tasks and then we continue our work as we go.

Yeah, it's something that you can't underrate the importance of.