The Discovery Meeting is one of the most important meetings you will have with your Wealth Advisor.
It should be fun, enlightening and informative. It should also help you clarify within your own mind what is really important financially and help you clearly prioritize your financial goals and concerns. Why is this meeting so important? Because if you do not know where you want to go, any road will take you there. Unfortunately, many people are driving east looking for the sunset.
It is amazing to me in my over 32 years of Wealth Advisory Experience how many times people share their financial goals and after our evaluation of their existing holdings we discover their investments are inconsistent with their goals. Many investment professionals today barely take the time to really understand their clients’ goals and just settle for either "a 'cookie-cutter' Standardized Asset Allocation Model". You have your own unique financial fingerprints and your investment program should be a customized reflection of your goals.
The Discovery meeting consists of three components:
- Free Consultation – We always start with a complimentary consultation. All we ask is your investable assets are between $500,000 and $20,000,000. ($500,000 is our current minimum)
- Fact Gathering - We will ask you to fill out and bring in our Wealth Advisory Questionnaire. This questionnaire will give us much of the “Hard Data” current assets, liabilities, ages, etc. needed to understand your current financial picture.
- Goal Setting – We refer to this as the “Soft Data”. We want to understand your financial goals and concerns. If an archer misses a target it is seldom the fault of the target. If you are failing to reach your financial goals it is usually a by-product of no plan or a failed plan that cannot logically succeed.
We believe the real wisdom, skill and experience of your Wealth Advisor will be exposed in this meeting. Helping clients think through all their financial goals and then prioritizing those goals and identifying what is really important is both a relief to the client and the beginning point of your financial future by having a clear target to hit.
To arrange for a Complimentary Consultation to see how we can help you, call us toll free at 1-800-303-(PLAN) 7526, or use the button below to get in touch.
At Schindler Wealth Management we believe this is the foundation for long-term Financial Security.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.