Your initial experience with us is very important and begins with the Discovery Meeting.  The Discovery Meeting will set the stage for what you can expect from us in the future.  Our data collection and structured interview process is all about asking the right questions to identify planning opportunities.

In this checklist, we focus on the important questions to ask.  Our goal is to define strategies and curate the best advice for you.  Our checklist is shared to help you in advance. Some examples of topics we will go over include:

• Future (or recent) life events
• Family structure and other stakeholders
• Personal and family goals
• Saving and investment strategies
• Health, long-term care needs and insurance
• Cash management and distribution strategies
• Debt to income ratios for potential future lending
• Estate planning and social impact investing