Initial Consultation

The first step in our discovery process is called “The Investor Inventory”. Prior to this meeting we will send you an “Investor Awareness Guide”.  The “Guide” is designed to get you thinking about your own personal experiences of money and investing. When going through the booklet you may identify ways in which most investors end up “stuck” and unsure about the future. At the end of the guide there is a quiz called “The 20 must Answer Questions”. This is designed to help us see what you already know and what you need to learn more about. 

When you come in you will meet one-on-one with a Wealth Coach to review the “Investor Awareness Guide”, the 20 Must Answer Questions, and determine if there are any areas of concern.

Investor Awareness Guide