Discovery Visit
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What is a Discovery Visit?
The first step in our journey with you - A relaxed conversation to explore your goals and see how we can help.
We’re looking forward to meeting you and learning more about where you are today—and where you want to go.
This meeting is a simple, friendly conversation at arm’s length. No pressure. No sales pitch. Just clarity.
What This Visit Leads To
The Discovery Visit is the first step in a clear, structured planning process. Its purpose is to determine whether a deeper planning conversation—the Plan Design Visit—would be valuable for you.
Many people leave the Discovery Visit with clarity around their next step: either confidence that they’re on the right track, or a clear understanding of what needs to be addressed through a personalized plan.
During the Discovery Visit
What To Expect
Your visit is led by Bryan Bolten, our lead advisor. It’s a 60–90 minute discussion tailored around you. Here’s how the meeting flows:
Discover Your Goals
We get to know your goals — what matters to you, what’s keeping you up at night, and what “retirement done right” looks like.
Explore Your Finances
We talk through your current financial landscape — big picture only, nothing intense.
Walk You Through Our Process
We walk you through our planning process — how we build a personalized strategy, and what partnering with us looks like.
Check for a Right Fit
We explore whether we’re the right fit for each other — simple, straightforward, and transparent.
This visit is about understanding you, not sorting paperwork. Bring what you can — the rest can come later.
If it makes sense, we’ll outline next steps — for many people, that means scheduling a Plan Design Visit where we build a personalized retirement plan and identify specific recommendations.
Helpful Tips
What to Bring
These documents help us give you more meaningful guidance on day one. You do not need to have everything perfectly organized. Bring what’s easy to grab. Seriously.
Most Helpful Items:
- Most recent tax return
- Investment statements
- (401(k), 457, 403(b), IRA, Roth IRA, brokerage accounts, trust accounts)
- Insurance policies or current statements
- Estate planning documents (wills, trusts, POA, beneficiary designations)
Why These Matter
Gathering documents can feel like a lot — we get it. But here’s the truth: They help us spot real opportunities you may be missing.
They let us ask more accurate, tailored questions instead of guessing. We can quickly estimate tax exposure, future RMDs, and planning gaps.
Bryan can give you specific, meaningful insights in the meeting—not generic advice. You get far more value from your time with us when we can see the full picture.
That said, don’t overthink it. Bring whatever is easy. We can fill in the rest together.
Prefer to upload securely before your visit?
You can upload documents ahead of time using our secure portal.
Before You Arrive
Here are a few simple things that make your visit smoother:
- Think about your top financial questions or concerns.
- Consider what feels most important heading into retirement.
- Bring your spouse/partner if applicable — this is important, these are joint decisions.