Discovery


What Is Important to You? 
When exploring new financial services, the initial conversation all too often centers on the money. At Transitions Wealth Management, we believe in a more relevant process. First, we want to know whether we can be of meaningful service to you. That means taking the time to learn about you, your goals and your concerns … well before we start talking dollars and cents. 

In our complimentary Discovery Meeting, we gather with you in a relaxed, no-hassle setting to explore your life’s components: transitional events and key relationships; personal, professional and philanthropic goals; strengths and challenges; interests and concerns. During Discovery, you talk; we listen.

Next step: Investment Plan Meeting