COMPLETING THE STRATEGIC DISCOVERY FORM!

Welcome to the Strategic Discovery Form—your first step toward a tailored investment strategy that’s built around you. This form is designed to capture the essential details about your financial goals, risk tolerance, and investment preferences so that we can create a plan that reflects your unique situation and aspirations.

Think of it as setting the stage for our journey together. The questions here dive into your current position and your vision for the future, helping us uncover the details that will drive our approach to crafting the right investment path for you.

You may notice a few questions that look like déjà vu. Rest assured, that’s on purpose! Each question is designed to get at slightly different aspects of your financial picture so we can be sure we’re capturing the full scope of your needs and preferences. The more insights you provide, the better we can understand how to help you make your investment dreams a reality.

So, take your time, answer each question to the best of your knowledge, and know that every response brings us closer to building the perfect strategy to support your financial future. We’re excited to dive in with you—let’s get started!​