Discovery Meetings

In the beginning of the Wealth Management process we will start with a discovery meeting where we will discus several areas of your financial and personal life.  

The areas of discussion include:

  • Values
  • Goals
  • Relationships
  • Current Assets
  • Advisors
  • Process
  • Personal Interests

We strive to have a complete understanding of not just your goals but also the priority of each.  We will discuss them at length and some meetings may last 2 or 3 hours.  If needed, we can schedule several smaller meetings to keep them focused on specific areas so as not to keep you too long.  A lot of the follow up and questions can also be done through email or phone conversations when appropriate. 

It can take anywhere from two weeks to two months to put together the entire plan depending on the complexity of your plan.

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