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At Flourish Wealth Management we want to learn about you! It’s helpful to start with a phone call where we can learn about your goals and share how a wealth management relationship can help you achieve those goals. 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.
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:
From here we would share a proposal on how we might work together. 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™.