Module 4: Service Model Time to complete: 1 Week Program Workbook Program Home Q&A Form Videos Resources Section 16 – How To Carry Out The Financial Plan (4:05) Example Client Segmentation Section 17 – Planning Example Walkthrough (15:13) Case Study - Planning - Smiths Case Study - Planning - Coopers Case Study - Planning - Bensons Case Study - Consulting - Logistics Case Study - Consulting - Building LLC Case Study - Consulting - Utility Corp Tiered Consulting Example Section 18 – Automate the Process (5:16) Quarterly Service Agendas Monthly Progress Report Example Monthly Progress Report Fillable Section 19 – Service Model Q&A (4:00) Fee Matrix Example P&C Comparison P&C Comparison Letter Feb-March 2021 Resources Group call – March 4, 2021 Group Call – March 8, 2021 Tax Strategies Final Call Q&A March-April 2021 Resources Group call Q&A call Final Call Q&A April-May 2021 Resources Group call Q&A call Final Call Q&A Program Guide Zoom Room Slack Channel Slack Apr-May Q&A Form