Discovery

The discovery process in financial planning is the first and most important step in creating a strategy tailored to your unique needs and goals. It begins with a thorough discussion to understand your personal and financial situation, including your income, expenses, assets, liabilities, and any existing plans. We’ll also explore your long-term goals, such as retirement, home ownership, education funding, or wealth preservation, and assess your risk tolerance. From there, we’ll review your current financial landscape, identify gaps, and prioritize your objectives.