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Navigating the Financial Landscape: What to Expect from a Discovery Meeting

When it comes to managing your wealth and planning for your financial future, the journey often begins with an introductory meeting. Want to know what that meeting is all about? In this previous blog you can see what an initial conversation looks like. So what’s after the introductory call? Enter the Discovery Meeting—a crucial step in our client-advisor relationship that sets the stage for a tailored financial strategy. Let’s delve into what you can expect from this pivotal encounter.

The Purpose of a Discovery Meeting

The Discovery Meeting is essentially a follow-up to our initial introduction. This is where we roll up our sleeves and get into the nitty-gritty details of your financial life. We’re talking about a comprehensive discussion that goes beyond just numbers and charts. We want to understand your goals, your dreams, and even your fears about money. The more we know, the better we can tailor our advice and strategies to fit your unique situation.

Pre-Meeting Analysis: Setting the Stage

If you’ve already provided us with some basic financial information before the Discovery Meeting, we’ll come prepared. Our team will have conducted a high-level analysis that includes a mind map and preliminary financial planning observations. This exercise helps us—and you—see where you currently stand in relation to where you want to be. It’s like a financial GPS, giving you a snapshot of your current location and showing you the potential routes to your destination.

Gap Analysis: Prioritizing Your Needs

Let’s face it; financial planning is a complex beast. From retirement planning and investment strategies to tax optimization and estate planning, the list of considerations can be overwhelming. That’s where the gap analysis comes in. This tool helps us identify the most pressing issues that need immediate attention and allows us to prioritize them. It’s all about creating a roadmap that not only addresses your immediate concerns but also outlines a long-term strategy to keep you on track.

The Next Steps: Process and Fees

Transparency is key in any relationship, and it’s no different here. At the end of the Discovery Meeting, we’ll discuss the process for moving forward, including our fee structure. You’ll receive a fee agreement and any additional documents that need your attention. Once those are squared away, we’re officially in business and on our way to building a fruitful relationship.

In Conclusion

The Discovery Meeting is more than just a second date in our professional relationship; it’s the foundation upon which we build a strategy tailored to your financial aspirations. By the end of this meeting, you’ll have a clearer understanding of your financial landscape and how we can work together to navigate it successfully.

So, are you ready to take the next step in your financial journey? We’re here to guide you every step of the way.


M & A Consulting Group, LLC, doing business as CAM Investor Solutions is an SEC registered investment adviser. As a fee-only firm, we do not receive commissions nor sell any insurance products. We provide financial planning and investment information that we believe to be useful and accurate. However, there cannot be any guarantees. 

This blog has been provided solely for informational purposes and does not represent investment advice. Nor does it provide an opinion regarding fairness of any transaction. It does not constitute an offer, solicitation or a recommendation to buy or sell any particular security or instrument or to adopt any investment strategy.

Past performance is not a guarantee of future results. Diversification does not eliminate the risk of market loss. Tax planning and investment illustrations are provided for educational purposes and should not be considered tax advice or recommendations. Investors should seek additional advice from their financial advisor or tax professional.

As a Wealth Advisor and Investment Advisor Representative at CAM Investor Solutions, Sarah Contino, CFP®, specializes in assisting women, especially but not limited to those going through a life transition such as job change, marriage, loss of spouse, and retirement. She also has years of experience helping executives and academics with retirement planning.