Financial Planning Benefit

your are in the right journey

Peace of Mind

Gain confidence knowing your financial future is secure and well-managed

Maximize your resources through strategic savings, investments, and expense management.

Align financial decisions with personal aspirations like home ownership, education, or early retirement.

Optimized Wealth

Achieving Life Goals

Set an appointment with your financial planner for a free discovery session (30 minutes)

Purpose of the Discovery Session

The discovery session is a critical step to:

• Understand the client's financial goals, concerns, and priorities.

• Collect general insights into the prospect's financial standing, including key areas like income, expenses, assets, and liabilities

• Identify gaps, risks, and opportunities.

• Provide clarity on the planning process and outline how the advisor can help

Step 1: Introduction and Setting Expectations

• Objective: Establish rapport and set the agenda.

• What Happens:

  • Create mutual understanding by facilitating a connection between the financial planner and the prospect.

  • Explain what the session will cover, emphasizing that it’s a no-obligation discussion focused on understanding their needs.

  • Reassure the prospect that the session is confidential and non-judgmental.

Step 2: Understanding the Client’s Goals and Priorities

• Objective: Discover what matters most to the prospect.

• What Happens:

  • Financial planner may ask open-ended questions like:

    • "What are your top financial priorities right now?"

    • "What does financial success look like for you in the next 5, 10, and 20 years?"

    • "Are there any major life events or goals you’re planning for (e.g., retirement, education, home purchase)?"

  • Dig deeper to understand emotional motivations behind financial goals (e.g., security for family, freedom to travel)

  • Prospects are encouraged to inquire about the financial planner's scope, process, or related activities.

Set an appointment for a discovery session

Full financial planning engagement process