Life is so fast paced! An individual or couple rarely have an uninterrupted 90 minute conversation about what’s most important to them and their FUTURE!
This is your opportunity to change that — a rare chance for individuals and couples to take one very important step toward the future they want. A quality, meaningful conversation designed to bring out what is most important to you in life overall and what your long-term goals are. Just 90 minutes, and we’ll facilitate the entire meeting for you.
Offering it is one of the ways we like to begin — by giving first. You’ll come away with real clarity about what matters most to you and where you’re headed, and that value is yours to keep wherever things go from there.
Let’s examine the O’Reilly Wealth Advisors “Discovery Meeting” and, YES, it works virtually. Click here to schedule the meeting.
The Discovery Meeting has 5 elements and is the perfect pre-work to starting a financial planning process. Just like if you want your journey to Europe or Asia to go well – you do some pre-work before actually packing your suitcases.
The 5 discovery meeting elements are 1) Your “Why” – your deeply held values. It’s first because it is most important. 2) Your tangible goals, 3) Where you are now financially, 4) Who is on your team now and 5) What attributes do you want in an expert. Total time is about 90 minutes and you “bring” your financial docs to the virtual meeting.
Mark Twain once quipped that the two greatest days in a person’s life is the day they are born and the day they figure out why.
Couples particularly find this meeting beneficial, if not inspiring, as they very likely have never had a conversation like this. This is NOT a presentation – it’s all about YOU – hopes, dreams, goals! In our next installment we cover Discovery Meeting deliverable #1 – discovering your why - click here..
