What is the Discovery Process?
The Discovery Process is our outline of steps to begin your Walk in Wisdom®. First, we want to have a meaningful and intentional introductory meeting where we provide a detailed firm overview. In this first meeting, we also ask a series of questions to understand your visions, values, goals, and key relationships. The second step in the Discovery Process is a portfolio and plan review. After looking at your finances and goals, we will create an income statement and balance sheet. At the conclusion of this meeting, we will create a draft Wisdom Index® and goal calculations with our Wisdom Increase recommendations. Lastly, if you agree with our investment philosophy and value our integration of Wisdom Principles in financial planning, then you can hire us to provide comprehensive planning and wealth management services.