The Financial Discovery Group Planning Process
Where are you & where do you want to go?
In the introductory meetings, we listen to you and determine if we can provide the services required to meet your financial planning needs. We strive to provide a comfortable and confidential place to discuss your personal situation without any sales pressure. We will focus on information gathering and a detailed discussion of your goals and priorities.
How do we get there?
Our Principals analyze the information and collaborate to develop appropriate strategies for each client. We present recommendations and discuss options for your investments, estate plan, insurance, taxes, and budgeting. We prioritize implementation based on your needs.
Who will help?
Implementation is a partnership between clients and our firm and requires coordination with your other advisors for investment, tax, estate, and insurance changes. No plan is complete until fully implemented.
Are we on track?
Financial Discovery Group provides an investment performance summary quarterly and an annual review of goals and progress, including detailed personal financial reporting. In addition, clients receive monthly account statements from the asset custodian.
What to do when things change?
We provide updates on changes in our investment outlook as well as tax and estate law changes. We are available to you at any time at no additional cost to discuss your progress and any changes in your financial situation.
