What is a Discovery Visit?

A relaxed conversation to explore your goals and see how we can help.

Thanks for scheduling your Discovery Visit with Forum Advisory Services. 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.

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:

• We get to know your goals — what matters to you, what’s keeping you up at night, and what “retirement done right” looks like.

• We talk through your current financial landscape — big picture only, nothing intense.

• We walk you through our planning process — how we build a personalized strategy, and what partnering with us looks like.

• 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.

What to Bring (If You Can)

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.

Frequently Asked Questions

Do I need to bring every document listed?
No. Bring what you can. We’ll still have a productive meeting.

Is this a commitment to move forward?
No. This is a first conversation designed to bring clarity and determine the most helpful next step.

Will you analyze my accounts at the meeting?
If we have documents, we can give preliminary observations. A deeper review happens afterward the initial conversation.

Can I reschedule?
Absolutely — just reply to your confirmation email or call/text us at 573-875-0950.

We Look Forward to Meeting With You

If any questions pop up before your visit, reach out anytime at office@retirecomo.com or call/text 573-875-0950.

Thanks again for taking this first step. You’re doing something important for your future, and we’re here to make the process clear, simple, and confident.