The discovery meeting involves a consultative interview process to determine what’s most important to each client family. We need to gain a deep understanding of your values, goals & objectives, relationships, current position and personal interests.
We address your questions and concerns so each client family has a clear vision of how we will help meet their objectives. We use a clearly defined process to help answer the questions such as, “Where are we headed” and ” What’s important about money to you.” The needs identified in this step will provide the raw material to develop a detailed road map for the future.
Through an organized plan of action document, we identify actionable, definable steps to ensure we keep you on track, organized, disciplined and free of financial worries.
We are in sync with each family’s goals, objectives and expectations for their future success.
We recognize that as a busy professional, one of your biggest challenges is organizing and coordinating all the key professionals in your life. As your Personal CFO (Chief Financial Officer) our clients can count on us to act as a single point of contact. We work closely with our clients’ existing professional advisors to integrate and coordinate all the issues related to their personal financial affairs. We work diligently to achieve all of our client families’ goals and objectives with strong emphasis on building long-term relationships. Regular, ongoing communication is essential.
The regular progress meetings are scheduled in advance for intervals tailored to each clients needs. Each meeting is designed to keep you on track with a thorough understanding of the ongoing management of your wealth.