The first meeting is a free consultation. The process starts with an orientation meeting to discuss your vision of the future, your current situation, including your investment philosophy. We clarify how you measure success, if we will work well together, and ensure we build a retirement plan that best suits your core personal and financial needs.
During this meeting you will find that one of your biggest problems is one of two things.
- You don’t even know what your real problems are
- You don’t know what you don’t know
You don’t even know what your real problems are.
The first step in improving your portfolio and increasing your ability to create real wealth is to diagnose the true nature of your current position. This can only be done by asking the “right” questions. What are the right questions? Taken as a whole, they are the questions that few financial planning processes answer, and they lay at the very heart of building better investment solutions to reach your goals.
You don’t know what you don’t know.
Most of these questions will deal with issues you have never directly addressed or, worse yet, didn’t even know existed. Each question has been specifically developed to help you focus on the dangers and opportunities for growth and improvement in your present investment experience.
By using this diagnostic tool, you will begin to see what the real underlying problems are and quantify them so that you can begin to solve them. Most investors do not know what their problems are or how much they could cost them. After completing this, you will have achieved excellent insight into both areas. Just remember all growth starts with the truth.