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Discovery Meeting

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To make the most of our time together, please find below the agenda for our meeting:

  1.  Welcome and Introduction (5 minutes) 

    • Brief introductions.

    • Overview of the meeting’s purpose and goals.

  2. Review of Client’s Financial Goals (15 minutes)

    • Discuss short-term, mid-term, and long-term financial goals.

    • Explore retirement plans, investment objectives, and any other financial aspirations.

  3. Current Financial Status Overview (20 minutes)

    • Review current income sources, savings, investments, and assets.

    • Examine current liabilities, including loans and debts.

    • Discuss any ongoing financial obligations (e.g., child support, alimony, dependents).

  4. Risk Tolerance and Investment Preferences (10 minutes)

    • Assess risk tolerance level.

    • Discuss past investment experiences and future investment preferences.

  5. Insurance and Estate Planning (10 minutes)

    • Review existing insurance policies (life, health, disability, etc.).

    • Discuss estate planning status and needs.

  6. Tax Considerations (10 minutes)

    • Overview of current tax situation.

    • Discuss any known future changes that may impact tax status.

  7. Questions and Concerns from Client (10 minutes)

    • Address any specific questions or concerns you may have.

    • Discuss any immediate financial decisions or challenges you are facing.

  8. Next Steps and Action Plan (5 minutes)

    • Outline the next steps following the discovery meeting.

    • Discuss the process of creating a tailored financial plan.

  9. Wrap-Up and Final Questions (5 minutes)

    • Summarize key points from the meeting.

    • Confirm next meeting date and objectives.


To prepare for our meeting, we kindly ask you to consider the following:

  • Reflect on your key financial goals and any specific areas you wish to address.

  • Feel free to note down any questions or topics you would like to discuss.

  • Use the link below to provide us with the information we need to better understand your goals and current financial situation.

Additonal Resources

Find out more about us:

  • Use the link below to get answers  to frequently asked questions that can help you make an educated decision about partnering with our firm.

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