Give You The Roadmap for how we will
personalize your financial plan.
A Discovery Meeting allows us to get to know you, your current situation and your personal goals. This meeting also allows you to get to know us and how we work. There will be no signing of papers or commitments made at this stage. It is simply about getting to know one another. And if we don’t think we are a good fit, we won’t waste your time, and we will let you know.
Our next meeting will focus on our analysis of your current situation and our team will offer recommendations for bridging any gaps that may prevent you from achieving your goals. Ultimately, this meeting forms the foundation for our working relationship.
In this next stage, we mutually commit to a collaborative approach focused on achieving what is important to you and your family. We then create the documents that will put your investment plan into action.
The 45-Day Meeting helps to organize the details, answer any questions, and ultimately give you a clear picture of what is happening with your investments.
We will continue to meet at scheduled times that are convenient for you. During these Progress Meetings we will review any major changes in your personal or financial situation, and discuss any related adjustments to your investment plan. We will also discuss advanced planning recommendations upon reviewing your progress and long-term goals.