Discovery

The word Discovery is foundational to our process. While most firms consider the gathering of essential financial information to be the core part of discovery, for us, it is simply a start.

Understanding your financial situation is absolutely necessary. At the same time, our discovery is a much finer process. It is relational. With active listening and clarifying questions, we help you make wealth a means to a far greater end: your most rewarding life. 

We ask relevant questions with curiosity that ultimately move you closer to identifying and envisioning your life’s goals. We find that answering questions, such as what brings you joy, how have you gotten to where you are, what do you consider to be a fulfilling life, and what do you most need and want, bring clarity to goals and objectives. And, in turn, our financial planning process can align with these answers, accordingly, setting you up for future success and fulfillment.