Private Wealth Coaching™ - First Planning Session

Here’s what your Private Wealth Coaching™ First Planning Session looks like:

First Meeting (usually no more than 90 minutes):

• Document what your goals and objectives are in writing, so that you and your spouse can see them, adjust them and pursue them.
• Review all of your assets (including businesses and real estate) and talk with you about your current and future plans specific to each asset owned.
• Gather your documents and answer any questions about the scope of the review being completed on your behalf.