Module 3: Planning Time to complete: 2 Weeks Program Workbook Action Step #3 Program Home Module 4 - Service Model Videos Resources Section 11 – How To Build a Financial Plan (8:47) Executive Summary (Individual) Executive Summary (Business) Delivery Meeting Agenda Binder Letter to Clients Binder Suggested Documents Emergency Contact List Form Section 12 – What Tools Should I Invest In? (2:53) Software Best Practices Section 13 – Best Practices and Strategies (5:20) Section 14 – Quarterback (2:32) Services Offered Sample Financial Plan Example Balance Sheet Section 15 – Planning Q&A (5:37) Feb - Mar 2021 Resources Group Discussion Q&A Session Mar-April 2021 Resources Group Discussion Q&A Session Apr-May 2021 Resources Group Discussion Q&A Session Program Guide Zoom Room Slack Channel Slack Apr-May Q&A Form