The materials below will help you prepare for your first meeting with our team (the discovery meeting) and become more familiar with how we work with clients.
Preparing for Your Discovery Meeting
The focus of our first meeting will be getting to know you. We’ll talk about the values and relationships that motivate and define you, your goals and hopes for the future, and how you want to work with our team. To get the most out of the time we’ll spend together, we ask that you bring the information outlined below to help us develop a clear understanding of your current financial situation.
