DISCOVERY

Are we the only people that appreciate knowing what we are getting into before we get there? There is nothing worse than not having clear expectations for what something is, and what it isn’t. Especially in business.

We know that not every person we talk to is going to do business with us, but we do have a high expectation that every person is going to love the interaction they have with us.

We believe that we should be a blessing to those around us. In fact, it’s one of the core values of our business.

One way we can do that is to answer the questions most people are either too afraid to ask, or haven’t thought about asking. This will give you a lot of confidence in meeting with us. This is so important to us because we know how life changing that call can be for you!

Here is a list of the most common question people want to ask us:

Q: How much does it cost to work with you?

A: We always want our clients to know that we don’t change a monetary fee to meet. The first “Discovery Meeting” is a no obligation meeting. When it comes to implementing a strategy, financial instruments have different fee structures depending on what makes the most sense for your situation. Those fees would be clearly described and outlined for you, so that you can make a well informed decision.

Q: What do we talk about in a Discovery Meeting?

A: When you book a Discovery Meeting with us, it’s simply you saying you are interested in exploring your situation a little further, in a no obligation meeting. Typically this meeting is conducted over zoom or in person and it allows us to get to know you better, learn what your goals and desires are for the future, but most important, it allows you to get to know us better. Most people know they want to do better financially, but they don’t know where to start. That’s where we come in. In short, We’ll ask you a lot of questions to better understand your financial goals and we’ll teach you some simple concepts that can truly change your financial life. From there we will set up a second meeting so we can put together a custom game plan. It also gives you time to process and think of any questions you may have for us when we get back together.