Discovery Call with Janice

We start with a relaxed, introductory phone call. This initial chat allows us to get to know each other and explore how we might work together.

For You:

  • Share your financial concerns and aspirations
  • Learn about our unique approach to financial planning
  • Ask any questions you may have about our services

For Us:

  • Understand your specific needs and goals
  • Explain how our expertise can benefit you
  • Determine if our services align with your expectations

This Discovery Call allows us both to assess if we’re the right fit for each other.  It’s a chance to establish a connection and see if our financial philosophy resonates with your vision for the future.

Book a Discovery Call

Initial Meeting

After our successful discovery call, we'll proceed to an in-depth initial meeting. This crucial step marks the beginning of our prospective collaboration.

Preparation

  • Prior to our meeting, you'll receive a checklist of financial information to gather
  • This preparation ensures our discussion is productive and focused

During the Meeting

  • We'll conduct a review of your current financial landscape
  • We'll explore in greater depth the specific financial concerns that led you to seek our services
  • We will offer preliminary insights and observations tailored to your situation
  • You'll gain a clear understanding of our collaborative process and how we can work together

Next Steps

  • If you're ready to proceed, we can schedule a follow-up meeting to finalize agreements and commence our partnership
  • Alternatively, you're welcome to take additional time for consideration. When you're prepared to move forward, simply reach out to us

This initial meeting is designed to provide you with a thorough overview of our approach and ensure we're well-aligned to address your financial needs and goals.

Navigating the Path Forward

Once you decide to work with us, we will be with you every step of the way. We will personally guide you through the onboarding process, set up your accounts, gather the necessary documents, and ensure a smooth transition as we begin implementing your financial strategy.

  • Guide you through the entire transfer process
  • Handle the complexities, saving you time and effort
  • Explain the account opening process in detail
  • Outline the steps for transferring your assets
  • Introduce you to the Couloir Wealth partnership experience

Strategic Meeting Sessions

Following our initial conversation, we’ll arrange a series of in-depth meetings to dive into your financial landscape.  During these crucial sessions, we will:

  • Address the specific financial concerns that brought you to us
  • Explore your primary financial goals and priorities
  • Assess your current tax situation and potential optimization strategies
  • Examine your income sources and existing investment portfolio
  • Review your estate planning strategy

These discussions form the foundation of our ongoing partnership, helping ensure we develop a comprehensive understanding of your financial situation and aspirations.

Ongoing Support

After completing our first year of sessions, we transition to regular check-ins, typically occurring once or twice a year. These meetings are designed to:

  • Keep you informed about your financial status
  • Review your taxes, investments, income, and spending
  • Proactively address any changes or new opportunities
  • Ensure your financial strategy remains aligned with your life goals

By maintaining this consistent review schedule, your financial strategy naturally evolves with your life, empowering you to make well-informed decisions.