What you can expect at your Discovery Interview:

 

You may be wondering if you will need to gather old bills and bank statements for your first meeting with us. Don’t worry – you won’t! Prior to your first appointment, we will send you a short form requiring just a little bit of basic information about you and your financial situation. More importantly, we would like you to think about what you want your life to look like now and in a few years. Do you want to buy a house or help pay for the grandkids’ college? When would you like to retire? Would you like to be able to travel? Or maintain the life you are accustomed? These are the kinds of things we will talk about when you come to meet with us.

 

What you can expect at your Discovery Interview:

 

You may be wondering if you will need to gather old bills and bank statements for your first meeting with us. Don’t worry – you won’t! Prior to your first appointment, we will send you a short form requiring just a little bit of basic information about you and your financial situation. More importantly, we would like you to think about what you want your life to look like now and in a few years. Do you want to buy a house or help pay for the grandkids’ college? When would you like to retire? Would you like to be able to travel? Or maintain the life you are accustomed? These are the kinds of things we will talk about when you come to meet with us.