Discovery Session

Once you provide us with the necessary information, we will have a 1-Hour discussion via Zoom where we review your holdings and begin to map out your Wealth & Legacy Strategy.  

Focusing on things ranging from your investment portfolio & Cash-flow to other critical aspects of your life such as Health Planning & Family Experiences, we will review and begin to lay out perspectives for what the future can and will look like with the proper strategy.

Duration: 1 - 2 Hours