10. Typical GKFP Project Work Timeline 1st Week – Determine Where You Are Financially Interim Meeting- Refine Assumptions and Goals 2nd & 3rd Weeks – Create Detailed Financial Plan & Recommendations Recommendations Meeting– Review Plan & Get Started Comprehensive Financial Plan 10-12 hours Defined Project Work 3-8 hours e.g. Insurance review; Retirement calc, College savings plan, Portfolio review Real-Time Reality Check 2 hour single planning & recommendation session