TWO
WEEKS

INITIAL FINDINGS AND

Diagnostic of current situation, our recommendations for moving forward and details on our investing approach

ONE
WEEK

ACTION
STEP:

Review plan for questions or change 

45
DAYS

ACTION
STEP:

Aid in implementation as needed

90
DAYS

THE LION'S INDEX

Comprehensive evaluation of the entire range of financial needs with our recommendations for moving forward

THE PROFESSIONAL

Team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas

TWO
WEEKS

INITIAL FINDINGS AND

Diagnostic of current situation, our recommendations for moving forward and details on our investing approach

ONE
WEEKS

ACTION
STEP:

Review plan for questions or change 

45
DAYS

ACTION
STEP:

Aid in implementation as needed

90
DAYS

THE LION'S INDEX

Comprehensive evaluation of the entire range of financial needs with our recommendations for moving forward

THE PROFESSIONAL

Team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas

Developing your unique Total Client Profile begins with our first Discovery meeting and the issues we discuss during that important encounter.

Your Financial Values

How does money a role in your life and why it is important to you?

What is your money story?

Your Financial Goals

What are your (financial and/or life) goals?

What are your priorities?

Your Relationships

What are your major assets?

How have they been acquired?

Your Assets

What are your major assets? How have they been acquired?

Your Advisors

What professional advisors are you currently working with?

Who have you worked with in the past?

Your Preferred Process

What type of process do you prefer when working with a professional advisor?

What hasn’t worked for you in the past?

Your Interests

What are your most valued personal interests?

What do you love to do/experience?

Everyone has different circumstances and aspires to different dreams. As your financial advisor, we can meet your needs well, only when we know you and your unique life situation well. We believe it is important for us to deeply comprehend not only your investments and other assets, but your most important values, goals, relationships and interests.

This Level Of Insight Provides Several Important Benefits

  • It allows us to construct an investment plan that will maximize the probability of achieving all that is most important to you and your family.
  • It sets the foundation for our long-term relationship.
  • It enables us to work with you in precisely the ways which you prefer.

Summary of Your Profile

Your Discovery Meeting will share many important insights into your financial situation, the challenges you face and the goals you seek to accomplish. The summary in the Total Client Profile reflects my understanding of these issues.

  • Goals-Based Wealth Plan
  • Investment Philosophy Statement
  • Wealth Longevity Plan

Discover your financial potential.

Our discovery sessions take about an hour and a half. We will discuss all areas like your current financial state, where you would like to be, and see if we can identify some gaps and opportunities.

This process is designed to help determine if we’re the right team for you. If not, we have the resources to refer you to a different industry expert who might be better suited for your individual needs.