Discovery Process

From introduction to relationship.  Matching needs to services and experiences to expectations is critical in establishing a healthy client/advisor relationship. Every person that sits down with us has desires that have to be balanced with financial resources, current and future goals.  It’s our job to integrate each of these elements into a financial plan that makes sense for the person or family it was created for.  We bridge the gap between the American Dream and the American Reality.

Process leads to understanding.  Where are you are coming from? Where do you want to go?  We ask lots of questions and give you the opportunity to do the same. Our initial consultation carries no cost or obligation. We typically spend 60-90 minutes together.  Your only commitment is time.

What should you expect at the end our our meeting?  A handshake and a follow-up letter.  That’s it!  Any future engagements will be mutually agreed upon and at your discretion.

A flowchart of  a typical new client experience:

Discovery_to_Onboarding
Discovery Process Flowchart

There are two times in a man’s life when he should not speculate-when he can’t afford it and when he can.

Mark TwainAuthor