Services

The Discovery Meeting is where your financial journey begins. We’ll engage in a meaningful conversation to uncover your specific goals and dreams—what we call the “Great Goals of Life.” Your situation is unique, and that’s why we don’t offer one-size-fits-all solutions. If available, we’ll scan a copy of your current statements to gain a holistic understanding of your current financial picture.

After the Discovery Meeting, our team will work through your specific situation and schedule a second meeting with you to discuss our proposal. During the presentation, we’ll dive into the core aspects of what your experience with us will look like. We’ll provide an overview of the solutions we can offer and what to expect as we move forward. At this point, we’ll be able to determine if we’re a good match.

Once you make the decision to become a client, the first step is to “Set the Compass” or align with the direction of your plan. This two-hour financial plan review is to ensure your most important financial goals still stand and, if not, to discuss any necessary changes. Here’s where you get to approve your plan.

You will receive three in-depth reviews annually: 

• Portfolio Review: Discuss the previous year’s performance, how it compares to the markets in general, how it ranks among the general investing public, and our outlook for the current year.
• Risk Audit: This annual audit ensures your tax minimization strategies are being fully utilized, identifies areas of risk (taxes, estate, insurance), determines the impact on your financial plan, and uncovers any necessary updates.
• Goal Review: Reflect on your financial goals, celebrate achievements, and assess necessary adjustments to ensure you’re aligned with your objectives.