Life-centered planning is an approach to managing your financial life that is built, first and foremost, around achieving your specific goals with strategies that compliment your lifestyle.
Our life-centered planning approach is a holistic process that puts your best interests first in an effort to increase your sense of financial well-being and life satisfaction.
As our name suggests, we believe the most important stage in any client-advisor relationship is the discovery process. We take time to understand and articulate your values, priorities, circumstances and aspirations prior to recommending custom strategies to help you achieve your specific life goals.
You may be a good fit for our services if…
Yes, Discovery Wealth Planning LLC is a fee-only advisor.
We charge a simple, straightforward fee for our wealth planning services and investment management, which means we receive no product commissions or other sales-related compensation. Our only compensation comes directly from clients.
Yes, Discovery Wealth Planning serves as a financial fiduciary.
As a CERTIFIED FINANCIAL PLANNER™ professional, our founder and lead advisor, Chris Urban, must act in the best interests of clients, at all times and in all situations. As a financial fiduciary, he is held to the following duties:
We are available to review your existing insurance policies to help ensure proper life, health, disability and/or long-term care coverage. We may utilize the services of a third-party provider to assist with our insurance planning services. Clients are not required to utilize any third-party products or services that we may recommend. We also support clients in making changes to their insurance policies.
We do not offer estate planning services; however, we work closely with our clients’ trusted estate planning attorneys. We are also happy to make an introduction to a qualified estate planning attorney, if necessary.
No. Currently, we only offer ACH payment via electronic funds transfer. Clients link their bank account for automatic, monthly debiting. This is done via a secure, compliant, third-party platform.
Scheduled meetings occur once per quarter; however, we are always accessible and available by phone and email should anything come up. We want to be your first phone call.
We are available to meet at one of three places:
We conduct meetings either in person or virtually, based on your preference.