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What do we mean by “Discovery”?  As you consider your legacy, your personal history influences your choices.  If we are to meaningfully serve you, we need to know about both your financial, as well as non-financial assets, that is, your life story and lessons learned.  Helpful tools have been designed to provide you with insights and perspective.  Perspective enables you to plan with confidence and enjoyment.

The Discovery Process is a valuable tool that provides an integrated summary of what matters most to you, the destination you desire, the team you need to help reach your destination, and the resources you currently have for realizing your goals.

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