For Individual Investors
What To Expect In Your Discovery Meeting
What To Expect In Your Discovery Meeting
Successful wealth managements begins with a comprehensive knowledge of the client.
Each person’s situation has its own set of of nuances, challenges and successes. MGO collects this information to get a clear picture of each client, to build wealth in a way that is exclusive to his or her individual situation.
Through a set of more than 60 quesitons, along with collecting pertinent accout statements and documents, we will explore the following:
- Values: What is important?
- Goals: What do you want to achieve and by when?
- Relationships: Who is important to you and why? (Family, friends, co-workers, pets)
- Assets: What do you currently own?
- Advisors: Who are the professionals (accountant, attorney, etc.) who advise you?
- Processes: How would you like to see things work?
- Interests: What do you like to do?
Your answers to these questions will help us to create a profile of what’s important to you – allowing us to create a Wealth Management Plan to help you reach your goals.
