Certainty AI App – Part One "*" indicates required fields InstagramThis field is for validation purposes and should be left unchanged.Watch this video first - Completing Certainty Debrief - Part 1A short video explaining how to complete Part 1 of the Certainty DeBrief.Client Discovery Meeting Date* DD slash MM slash YYYY Full Name Client 1*Client #1 Certainty Map - 1st Chair*Accepted file types: xls, xlsx, Max. file size: 3 GB. Client #1 Certainty Map - 2nd ChairAccepted file types: xls, xlsx, Max. file size: 3 GB. Full Name Client 2Client #2 Certainty Map - 1st ChairAccepted file types: xls, xlsx, Max. file size: 3 GB. Client #2 Certainty Map - 2nd ChairAccepted file types: xls, xlsx, Max. file size: 3 GB. Firm’s Attending Team Members1st ChairFirm’s Attending Team Members2nd ChairOther Attendees:Audio File Drop files here or Select files Accepted file types: mp3, mp4, m4a, Max. file size: 3 GB, Max. files: 1. Additional Files Drop files here or Select files Max. file size: 3 GB, Max. files: 1. This could include: discovery meeting notes, file notes or other documents. Select Certainty Precedent* SME Complex Family None of the above Millennial Family Post-Retiree Divorcee/Widow Pre-Retiree Wealth Accumulator Δ
