The purpose of the discovery meeting is to identify your most important values, relationships and goals.
We’ll discuss our recommendations and outline the steps required for you to achieve what is most important to you.
This meeting is about making a mutual commitment to work together. We only work with clients where we can make a significant impact.
We’ll outline a plan designed to protect both your personal and business wealth, as well as protecting against catastrophic loss.
What’s changed since the last time we met?