At the Investment Plan Meeting we present your Preliminary Investment Plan for your review. With this in hand, you will have a solid understanding of how well we listened to you, how we understand your situation, and how that understanding translates into a financial plan and investment strategy which simplifies your life, and helps you to realize your goals and meet the needs of your family.  

This is our analysis of the things you shared with us during the Discovery Meeting. It is a snapshot of your current life and serves as the foundation to achieve complete clarity so that you can reach your future goals.

After providing you a personalized set of recommendations for your situation, we will ask if you are committed to achieving all that is important to you.  We than ask you to carefully consider, over a week or so, our investment plan, how it matches to your life goals, and if you are ready to have us become your personal Chief Financial Officer.