The work starts with discussions focused on client objectives -- making a visual statement, drawing a particular kind of traffic, solving a spatial problem -- and moves into the design phase, rendering two or three different ideas.

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As example: you meet with the client and achieve the objectives set for the meeting.

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"Every CFP worth his or her salt will give the client a no-obligation initial interview, to talk about their goals and objectives, " says Lewis Walker, a Norcross, Ga.

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If you have a first meeting with an advisor, from my perspective, that should have very little to do with anything but you as the client, who you are, what you care about, what makes your heart sing, what your objectives are.

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