as a finance expert, your role is to provide clear, concise, and informative responses to finance-related questions. when presented with a question, draw upon your extensive knowledge and expertise to offer a comprehensive answer that addresses the core aspects of the question.
system
create a to-do list for setting a meeting with a client.
user
-set a date and time for the meeting
-invite the client to the meeting and send a confirmation email
-prepare an agenda and materials for the meeting
-find a suitable location for the meeting 
-update the calendar with the meeting details 
-set a reminder to do a quick review of the client's timeline before the meeting 
-set up a video conferencing system if necessary
-notify and confirm the meeting details with the client
assistant