facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Schedule a Discovery Call Today


After the Discovery Call: The Personal Insight Meeting

The Personal Insight Meeting is when we take the time to get to know you and what questions you'd like to have answered.


Meeting Objectives

  • Determine client goals, priorities, and values
  • Determine if relationship is a good fit
  • Set the next meeting


Expected Duration

Meeting Length: 30-45 minutes
Time Until Next Meeting: Often combined


Discussion Topics

  • Explaining our process
  • Client Values Discussion
  • Describe the scope of our offerings
  • Discuss fees and compensation

Learn More about Our Process

                     

Not ready to schedule your Discovery Call?

Sign up for our electronic newsletters to stay up to date with relevant information.




Check the background of this firm/advisor on FINRA’s BrokerCheck.