This step is our foundation we’re not selling you a generic product; we’re building a financial future. “Getting to know the real you” means conducting a deep dive into your financial and personal life. We look past your current account balances and discuss the big picture: What are your immediate needs, your long-term dreams, your risk tolerance, and, crucially, your values (like the Socially Responsible Investing we discussed earlier)?
We analyze everything from your current income and expenses to your liabilities and your estate wishes. Essentially, we figure out your financial DNA to ensure that every strategy we build is perfectly aligned with the life you actually want to live. This phase helps us define your personal finish line, so we can finally stop driving without a map