Step 1: Discovery and Goal Setting Understanding You and Your Vision Our relationship begins with an in-depth discovery meeting, where we take the time to learn about you, your family, and your financial goals. This is more than an introductory meeting; it’s an opportunity to discuss: - Your personal and financial goals
- Current assets, liabilities, and financial outlook
- Investment preferences and risk tolerance
- Any upcoming life changes or financial transitions
Through this collaborative process, we gain a holistic understanding of your current situation, future aspirations, and values. This insight allows us to develop a strategy that aligns with your unique goals. Outcome: A personalized understanding that lays the foundation for a wealth management strategy tailored to your life. | |