BEGIN WITH YOUR STORY

Discover — Meeting #1

Clarify why you came in, what matters most, your concerns, definition of success, family picture, resources, and next steps.

Clarify what prompted the conversation and what needs attention now.

Define what a successful retirement should look and feel like.

Identify income, market, tax, healthcare, family, and legacy concerns.

Organize spouse, survivor, beneficiary, and Social Security information.

Gather income, accounts, pensions, annuities, insurance, and property information.

Identify documents, reports, and analysis needed for the next stage.