Discovery Call: What to Expect

A quick overview of what we’ll discuss in your first meeting and how to prepare for it.

During your Discovery Call, we’ll focus on what matters most to you, not products or sales pitches. You’ll leave the conversation with clarity and a clear path forward.

What we'll cover:
  1. Your goals and questions
  2. Your current picture and any near-term decisions
  3. How we work and where we can help
  4. Fit and next steps if you want to continue
How to prepare:

• Bring your top concerns
• Have recent statements handy if easy
• Join the call a minute early to test audio

Logistics:

The conversation takes 20 to 30 minutes. You can meet by phone or Zoom. If you need to reschedule, use your confirmation email link.

What Happens After Your Call

If we decide we’re a good fit, our team will send you a short recap email and request a few documents to start building your draft financial plan. From there, we’ll meet again to review your personalized recommendations together.

The Discovery Call is the first step in understanding how financial planning can give you more confidence and control over your wealth. Our goal is to make this experience valuable, straightforward, and focused entirely on you.