Discovery

Build with accurate inputs.

The Discovery Call is follow up after you've completed the risk quiz. We use this conversation to confirm your details and set the foundation for a strategy that actually fits. Generally this is a phone, face to face, or virtual meeting. It's a focused conversation with no recommendations just an opportunity for Women Financial Power to listen and learn. Discovery calls have the best impact when our professionals have your risk quiz and started the onboarding process.

What we do.

• Collect initial details about your household, income sources, and financial concerns during the meeting.
• Identify existing policies, accounts, or decisions that may need attention.
• Assess risk, longevity, inflation, healthcare and built safeguards into the plan.
• Provide vault upload instructions to begin document collection.