Discovery Interview

 

First, we get to know each other a bit. This is the foundation of a successful relationship, which will help us develop your comprehensive plan.

Deep Dive

We’ll first understand every detail of your current and desired lifestyle.

Your Beliefs & Values

We’ll find out how you feel about this money thing and how you want us to communicate with you.

Data Crunching

Once we have the details, we will conduct our comprehensive analysis.

More details about the discovery process…

 

…and how we make sure that you will get value from us.

 

The first rule of ANY kind of relationship: Active Listening

Did you ever try a French kiss on a first date?

How did it end up?

Well, we firmly believe that without active listening, there isn’t a future in our relationship either, so we’d like to first have a discussion where you can share details with us about your lifestyle. We will ask the vital questions to uncover the most significant aspects of both your current & desired lifestyle.

 

Your Beliefs & Values about money

What is money to you?

Is it the means to an end? Or is it an end in itself? Or maybe it’s an end for now so that later it can be the means to another end… it can even get a bit philosophical.

Views towards money are as varied as coffee roasts… and it’s very, very important that we understand how you feel about it and why exactly it is that you want to get smarter about your money.

Why exactly?

To help you succeed, we need to understand both your past successes as well as your struggles. The more comfortable you are sharing your dreams and desires, the more likely it is that our great work will lead to your success.

We will also make sure we offer you the most effective ways of communicating – we use tried-and-tested questionnaires and quizzes developed by Sole Focus & Trait.

 

Documentation

We provide you with an outline regarding all the information we require so that you can track down the required documentation in the easiest way possible.

This includes obtaining all of your important financial documents, from your investment portfolio statements to your various insurance contracts and legal documents, such as your will.

The disciplined process of organizing and coordinating all your financial information, and being able to examine all the details of your finances in one shot is something you will find immensely valuable.

 

Our Analysis

Once we have the vital information and documentation from you, we will begin our comprehensive analysis.

The single most significant factor that we witness from this initial discovery process is the power of focus in action! After all, committing to financial independence is one of the highest forms – if not the ultimate form – of self respect.

The single most significant factor that we witness from this initial discovery process is the power of focus in action!

 

After all, committing to financial independence is one of the highest forms – if not the ultimate form – of self respect.