Getting Started: Discovery Phase
During the “Discovery” phase we want to gather all the important information regarding your current finances. The Discovery process has been tailored based on the information provided in your Profile. The information in each section will help us create a detailed picture of where you are today.
We recommend reviewing the Profile section before getting started to ensure your settings are correct. Although it may seem overwhelming at first, it actually goes quite quickly.
There are 7 sections in the Discovery phase. Click each link below to visit the Getting Started summary for each section.