1. Structured Agenda: The template offers a clear agenda with sections for reviewing past goals, assessing current financial position, setting future goals, and more. This structure ensures that all important aspects are covered during the meeting.

2. Actionable Discussion Points: The template includes discussion points on financial challenges, growth opportunities, investment strategies, and more. These points help in facilitating meaningful discussions and decision-making.

3. Clear Action Plan: The template provides a section for assigning responsibilities and deadlines, ensuring that outcomes from the meeting are actionable and accountable.