2. Discovery

What To Expect From Us

  • Make every effort to understand your life goals and how your finances can impact those goals
  • Obtain information about your financial resources and obligations
  • Gather all necessary information and documents before giving you advice you need

We Should

  • Investigate your values, preferences, financial outlook and desired results as they relate to your financial goals, needs and priorities
  • Define your personal and financial goals, needs and priorities