360 Discovery Process
360° Discovery Process Meeting
Welcome to the 360° Discovery Process Meeting! We are excited to help you down the path of creating a holistic financial plan that will serve as the foundation for the rest of your life.
The 360° Discovery Meeting is a way for me to get to understand you better and find out exactly what it is your wanting to accomplish in your financial life. While it can seem a little overwhelming at first with all the documents we ask you to gather up, I can assure you we will be right beside you every step in the process. Just think, once you gather up all of this information, you'll never have to do it again because we'll keep track of all of it for you.
In preparation for this meeting, we ask you complete or take a look at the following if you have not done so already.
Comfort Level Questionnaire - This will give us an idea of how much risk you are willing to accept when it comes to investing.
Client Information Worksheet - This will provide us needed personal information (please only complete what you are comfortable filling out). Once the pdf opens in your browser, you will want to save it locally to your computer (or wherever you would like to save it). You will then reopen the pdf from where you saved it, fill out the information and then send it back in an email.
Financial Planning Checklist - While there are a number of things on this list, don't worry, as many of them may not apply to you.
360° Financial Solutions Map - This is the main document we will be working through at the meeting.
Here's a quick overview of the agenda.
- Work through the 360° Financial Solutions Map to begin forming our foundation
- Collect and gather all statements and documents within the Financial Planning Checklist
- Set up your personalized financial dashboard and begin linking accounts (see video below)
- Complete Financial Planning Agreement
- Review next steps