We call our firm Discovery Wealth Planning for a reason – We believe the discovery phase is the most important part of the financial planning process. In order to help you achieve your goals, we need to understand what they are.
The first step of our discover process is a quick 15-minute conversation, during which we ask some questions, introduce our services and begin to determine if we are a good fit for one another. This is a stress-free, no-obligation consultation to kick start the process.
Through a series of meetings, we then begin discussing the specifics of your financial situation, goals for the future and any obstacles that may stand in your way. Our goal is to gain a thorough understanding of where you are today and where you want to be in the future.
