We want you to feel good about working with our firm. Since people have different values and outlooks, it’s important to be on “the same page.”

The purpose of the Discovery Meeting is to determine whether you and Bonnett Wealth Management are a good match.

• At this meeting, we examine your current situation and ask about your goals and how you think we can help you reach them.
• We’ll want to know about your assets and your liabilities.
• We’ll undertake a Total Client Profile to learn about your core values, beliefs, interests, concerns and resources.
• Afterward, we’ll customize your comprehensive Wealth Management Plan.

You should bring information with you. Here is a list of what to bring to the Discovery Meeting.

It should last only an hour. We’ll keep the meeting focused. It’s not a test of endurance.