Discovery Meeting

The Discovery Meeting will help you understand your true financial goals.  We will identify the obstacles you face in achieving all that is important to you. We’ll take a look at where you are today, where you want to be, and how we can maximize the possibility of getting you there.

At the completion of our Discovery Meeting, we will provide you with an individualized Client Profile summarizing your core values, beliefs, interests, concerns, and resources.

Here is a list of what to bring to the Discovery Meeting.  Plan for the Discovery Meeting to last approximately 90 minutes.