Discovery Experience

Our unique discovery experience allows you to explore and share your life’s aspirations.

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No limits

Please dream big! What you accomplish in life is limited only by your imagination.

Set goals

There’s power in writing goals. We record your goals and help you track progress.

Create a plan

We craft a custom financial plan that incorporates each of your goals.

dept management and wealth benefits

Celebrate

As you accomplish your life’s goals, we want to celebrate with you.

Inspirational self-insight

We offer a thorough discovery experience designed to uncover the basics of your current financial situation, risk tolerance and more—along with your greatest desires and aspirations. Ideally this experience not only enlightens us, but you as well.

Effective self-actualization

You can exponentially increase the probability of success by documenting your goals, creating a specific plan and allowing us to celebrate with you as you accomplish those goals.

  • Profound insights

    Learn important things about yourself as you go through our discovery experience.

  • Increased intentionality

    As you focus on the key accomplishments you desire, you can become more intentional with your daily life.

How we discover:

  1. Gather data and documents

    From our very first meeting, we gather account statements, tax returns, risk tolerance questionnaires, investment policy statements and more to enter into our financial planning system so that we can create a custom plan that is tailored to your unique situation. All your data is kept confidential and secure.

  2. Walden Pond Retreat

    We recommend that all of our clients participate in a 24 to 48-hour retreat that we have specially designed to uncover your key aspirations. We call this the Walden Pond Retreat because, like Henry David Thoreau, we want you to escape from your daily routine to discover how to live deliberately.

  3. Document insights and goals

    We maintain a record of all the data and documents we obtain from you during the discovery experience. We also retain a list of your goals and use those as the foundation of your customized financial plan designed to help you achieve your goals.

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Experience our discovery process and see for yourself how clarifying it can be.

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