What is a Discovery Visit?

What to Expect

Your visit is led by Bryan Bolten, our lead advisor. It’s an in-person, 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.

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.

Prefer to Upload Securely Before Your Visit?

• You can upload documents ahead of time using our secure portal:
  https://www.forumadvisoryservices.com/secure-upload

All information you share is protected and handled with the highest level of confidentiality.

Need Help Accessing Your Statements?

If logging in or finding the right statements feels like a hassle, you’re not alone — and we can help.

When you arrive for your visit, our staff can walk you through how to access your online accounts, download the correct statements, or gather what your provider has available. 

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.