We want you to feel good about working with our firm. Since people have different values and outlooks, it’s important to see if we’re at least on “the same page.” The purpose of the Discovery Meeting is to determine whether you and Bonnett Wealth Management are a good match.
At this meeting, we examine your current situation and ask about your goals and how you think we can help you reach them. We’ll also want to know about your assets and your liabilities.
We’ll undertake a Total Client Profile to learn about your core values, beliefs, interests, concerns and resources. We’ll use this information to customize your comprehensive Wealth Management Plan.
To make the meeting a success, you should bring information with you. Click here to obtain a list of what to bring. We’ll keep the meeting short and focused. It should last only an hour. It’s not a test of endurance.
