Everyone has a story and the objective of discovery is for us to learn yours. Discovery involves getting to know you—everything from your goals and dreams to your needs and concerns.
What Does Discovery Involve?
We start with the basics. We’ll ask about your family, details about where you work, and salary information, if applicable. Next, we’ll discuss your goals for retirement. Do you want to travel? Are you planning a home renovation? Are you looking to buy a second home? Are you looking to leave a legacy?
After that, we move on to financial information. This is where we’ll talk about your savings and expected income, such as social security or pension. We’ll also want to know about any mortgages or assets, such as your home or other properties. Importantly, we’ll have a conversation about risk. What does that mean? How do you feel when the market goes down? How have you reacted in the past? Has market volatility made you change your strategy?
Next, we will use the information you have given us to begin to create your financial plan.
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