Many women feel overwhelmed by finances and left out of wealth conversations. Without understanding the complexities of what a financial advisor does, it’s difficult to know who to trust.
Financial planning isn’t urgent until it’s too late. Oftentimes, it takes a major life event to trigger the process of seeking assistance.
You deserve to have a trusted financial advisor on your side to prepare for all of life’s milestones. Learn how much you can spend and how to get great returns on your investments, so you’re financially ready to thrive.
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All steps in our initial series of meetings are complimentary
This virtual conversation is usually hosted via Zoom and takes approximately 45 minutes
This is our opportunity to find out what we need to know about you – your family, goals, and financials. This helps us build a meaningful plan that can evolve with you. During this meeting, we’ll talk about what you may expect as a client and how we will partner with you.
To help us prepare adequately for this meeting, we’ll ask you to send us relevant financial documents beforehand via a secure online portal.
Between Step One and Step Two, we will apply what we’ve learned about your goals and resources to what we know from years of working with clients and investment markets. In our Investment Plan meeting, we’ll present an investment plan that maximizes your chances of achieving what is important to you. You’ll have the opportunity to ask all the questions you’d like about the plan, our process, our firm, and what it’s like to be a client.
We designed these meetings so you will know what you need to know about working with us as your wealth management team. At the same time, we’ll both know if we want to move forward and create a working partnership.
Of course, great partnerships start with a meeting, so we hope you take the first step now by scheduling your Discover meeting.
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