The Discovery meeting is the first step in your Financial Foundations Series. This is a thoughtful, open conversation focused entirely on you—your background, values, goals, and the challenges or opportunities you may be navigating. It’s a chance to reflect, be heard, and lay the foundation for a planning process that’s built around your life.

We take the time to understand not just your finances, but the personal context that shapes your decisions. Whether you’re feeling confident, overwhelmed, or just ready for a fresh start, this meeting is about building trust and clarity—together.

After this meeting, we’ll begin preparing for your Financial Planning session and will request supporting documents to help us build an accurate, personalized plan.