Every great gameplan starts with listening.

This is where we get to know you beyond the numbers. We’ll explore your values, goals, lifestyle, and even the “what ifs” that keep you up at night. Together, we uncover:

• What does financial freedom look like to you?
• Where are you today — personally, professionally, financially?
• What opportunities or risks might be hidden in plain sight?

The result: clarity. You’ll walk away from Discovery with a clear sense of direction and a team that truly understands your story.