Discovery Meeting
AGENDA
To make the most of our time together, please find below the agenda for our meeting:
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Welcome and Introduction (5 minutes)
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Brief introductions.
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Overview of the meeting’s purpose and goals.
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Review of Client’s Financial Goals (15 minutes)
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Discuss short-term, mid-term, and long-term financial goals.
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Explore retirement plans, investment objectives, and any other financial aspirations.
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Current Financial Status Overview (20 minutes)
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Review current income sources, savings, investments, and assets.
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Examine current liabilities, including loans and debts.
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Discuss any ongoing financial obligations (e.g., child support, alimony, dependents).
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Risk Tolerance and Investment Preferences (10 minutes)
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Assess risk tolerance level.
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Discuss past investment experiences and future investment preferences.
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Insurance and Estate Planning (10 minutes)
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Review existing insurance policies (life, health, disability, etc.).
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Discuss estate planning status and needs.
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Tax Considerations (10 minutes)
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Overview of current tax situation.
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Discuss any known future changes that may impact tax status.
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Questions and Concerns from Client (10 minutes)
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Address any specific questions or concerns you may have.
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Discuss any immediate financial decisions or challenges you are facing.
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Next Steps and Action Plan (5 minutes)
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Outline the next steps following the discovery meeting.
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Discuss the process of creating a tailored financial plan.
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Wrap-Up and Final Questions (5 minutes)
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Summarize key points from the meeting.
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Confirm next meeting date and objectives.
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Per-Meeting
To prepare for our meeting, we kindly ask you to consider the following:
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Reflect on your key financial goals and any specific areas you wish to address.
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Feel free to note down any questions or topics you would like to discuss.
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Use the link below to provide us with the information we need to better understand your goals and current financial situation.