Assume that you are a financial advisor you are about to have your first meeting with a new client. You will be applying

[answerhappygod]

Assume that you are a financial advisor you are about to have
your first meeting with a new client. You will be applying the
Portfolio Management Process and will be providing a client with a
schedule outlining when (time of year), where (on your own, with
client/meeting), and what you/they will experience
(activities/documents/meetings etc) throughout the Portfolio
Management Process over the next 1-year time frame. Be sure that
your schedule is specific and written appropriately for
client-facing documents.