The Discovery meeting is for exploring if we and the prospect are a good fit to work together. This exploration will reveal many things such as the prospect’s personality, values, terms in which they’d want to engage, financial assets and needs, and any advanced planning issues regarding their kids, passions, etc.
Our job now is to use the information we’ve gathered to identify the concerns you have about achieving all the goals that are important to you and to formulate recommendations that will maximize the probability that you are able to achieve all those things.
We’ll commit to each other to work together toward reaching all that’s important to you. we should mutually agree to how we will communicate and how often we will meet. we discuss planning process, fees and answer your questions.
Financial planning is about making sure all your assets are supporting your life. We help you in 7 areas of financial planning :
What distinguishes wealth management from investment advisors and financial planners is the ability to create an advanced plan. We will focus on your long-term legacy, medical directive, legal, tax, estate, insurance and charitable intent. We will utilize a professional team of CPAs, Attorneys, insurance experts and other consultants to create and implement your plan.
Creating a plan is not enough.
Our commitment is to help you install and execute your plan, monitor the results and adjust as needed.
Your life will change over time and so will your financial situation and priorities.
Securities and advisory services offered through Western International Securities, Inc.
Member FINRA/SIPC and Nurses Financial Health and Western International Securities are separate and unaffiliated entities.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do Not Sell My Information