Discovery - A Deeper Dive

Overview

The Discovery Call is follow up after you've completed the quiz. Generally this is a phone, face to face, or virtual meeting. It's a focused conversation with no recommendations just an opportunity for us to listen and learn. Discovery calls have the best impact when our professionals have your risk quiz.

We use this meeting to understand what you’re navigating, what’s changed, and what is being overlooked.

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What we do

• Consultation was scheduled.
• Collected initial details about your household, income sources, and financial concerns during the meeting.
• Identified existing policies, accounts, or decisions that may need attention.
• Assessed risk, longevity, inflation, healthcare and built safeguards into the plan.
• Provided vault upload instructions to begin document collection.