The Discovery Meeting takes place at our office and usually lasts about 90 minutes. This is one of the most crucial steps, as we use this highly structured time to dive in and get to know our prospective client thoroughly and quickly.

The purpose of this meeting is to identify where the client is in their financial plan, where they'd like to get to, what gaps might exist in between, and ultimately if moving forward with OG is the best course of action for both parties.