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.