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It is helpful to begin with a phone call where we can explain our process and learn about your goals for a wealth management relationship. During this call, we can determine a convenient time for you to schedule your Discovery Meeting, which is the first step to learn more about each other and work on determining whether Flourish Wealth Management can assist you in achieving your financial goals. The next step in this process would be a Proposal Meeting.
Discovery Meeting - The Discovery Meeting is focused on learning all about your life, so we can fully understand your goals. This is where we ask vital questions about values, interests, principal relationships, primary advisors, and overall financial resources. It will be helpful to gather and bring several key documents to this meeting which are listed in the following link:
Proposal Meeting – During this meeting, we present the Flourish Discovery Profile, which reflects our understanding of the information shared in the Discovery Meeting and a proposed plan to align resources and values for meaningful money management. Based on your insights and feedback, we will fine-tune as needed.
Anticipating that we are a good fit as a trusted advisor, we would enter into an Advisory Agreement and finalize your blueprint for coordinated action moving forward toward your financial goals as part of the Flourish Experience™.