New Client Discovery with Tron and Miranda (Meeting 1)
In this first meeting with Tron and Miranda, CFP professional Hannah Moore and planner Nev begin a financial planning engagement with two traveling physical therapists navigating variable contract income, significant student loan balances, and a shared future across different states.
This session covers the foundational discovery work that shapes everything ahead: building rapport, uncovering money histories and values, identifying short- and long-term goals, and taking a first look at income, cash flow habits, and debt. By the end of this meeting, a clear set of next steps and document requests sets the stage for what comes next.
Learning Objectives
This session covers the foundational discovery work that shapes everything ahead: building rapport, uncovering money histories and values, identifying short- and long-term goals, and taking a first look at income, cash flow habits, and debt. By the end of this meeting, a clear set of next steps and document requests sets the stage for what comes next.
Learning Objectives
After completing this course, learners will be able to:
- Apply discovery techniques to understand individual money narratives, values, and behavioral finance patterns in an initial client meeting.
- Navigate the financial planning complexity of traveling professionals with variable contract income that changes with each 13-week assignment.
- Identify psychological and relational factors that shape how couples approach money, including different budgeting personalities and family financial obligations.
- Recognize the planning implications of large federal student loan balances when clients are uncertain about their own repayment plan status.
- Facilitate a goals conversation that draws out both shared and individual short-term and long-term financial priorities.
- Set expectations, collect documents, and close a first meeting with clear action items that prepare for the next session.
Release date
January 5, 2026
CFP Board CE Hours
2.5
CFP Experience Hours
50
AFC Experience Hours
25
Course Outline
