STEP 4: Follow-Up Meeting

Written By shuo li

Reviewing progress and setting the course.
After we’ve implemented your plan, we’ll check in after 45 days to make sure everything is on track. During this meeting, we’ll:

  • Review any changes and actions taken

  • Confirm you have access to your online portal and all accounts are connected

  • Plan our meeting cadence for ongoing support

This meeting ensures you're set up for independence and feeling supported.

shuo li
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STEP 5: Regular Ongoing Review Meetings
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STEP 3: Implementation Meeting