Discovery Session

The Discovery Session is an opportunity for us to get to know you better as well as allowing you to learn more about what we do. We want to ensure that we fit philosophically and can deliver upon your expectations. This part of the process is of no cost to you and includes an initial evaluation of your portfolio and finances. Beginning new relationships requires a significant amount of time and evaluation, so it’s important we start off on good footing.

We ask that you bring any relevant financial information with you to this meeting including, but not limited to:

  • Account statements with investment breakdown.
  • Basic tax information
  • Pertinent insurance information.

From our discovery session, we will determine the best course of action for you and set actionable next steps in the process.