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 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.

 
 
 

Next Step

PUBLICATIONS

Thinking Slow When Life’s Changing Fast

If you’re going through a transition in your life chances are your money is in transition as well. This short book is designed to help you navigate life transitions when wisdom can be hard to come by.

The Obvious Solution Custom-designed Financial Peace of Mind

Are you one of the 78% of people not satisfied with your financial advisor but don’t know why? The Obvious Solution walks you through why that is and explains our process of delivering Wealth Management.

Avoid the Noise Five Key Concepts for Financial Success

Do you know what you should be expecting from a true wealth manager? Download our resource guide to learn more about the first element of wealth management—investment consulting.

Financial Well-Being: A Rx for Physicians

Successful physicians and their families can benefit tremendously from working with a true wealth manager, who can provide not just personalized investment and advice.