Call me for a complimentary Discovery meeting.

Our Discovery meeting will be relaxed and informal.  It will be an opportunity of discovery, about each other and about issues that are important to you.  Although each meeting will be different, the key points we will cover will likely be important to you; so important that couples should plan to attend the meeting together. Rest assured, however, it will be a relaxed and friendly conversation. 

During the Discovery meeting:

We will provide a brief introduction of Robins Financial, what we do and how we work with our Clients.  However, most of the time will be spent listening to your specific needs and identifying your financial concerns.  This will require you to have thought about what concerns you and to share what you would like to achieve financially, and for us to listen and understand, while asking relevant questions about your family and your job. 

At the conclusion of our Discovery meeting, we will discuss if we, you and us, are a good fit, and if we would like to work together toward achieving your financial goals.  Of course, there is no obligation, but if we are a good fit, you may want to get started by taking action to help you meet your objectives.  We are here to serve you, currently, and as your needs change over time.

What happens after the Discovery meeting?

Generally, the next step is to take action on achieving your financial goals.  Please take a look at Our Approach; we will generally follow this process when working with Clients.  If we have had a successful Discovery meeting, we may start our next meeting with Step 2.  Otherwise, we will need to begin with Step 1 as this is critical to the rest of the process.

Getting ready:

To help you prepare for your complimentary Discovery meeting, we have a few things you may wish to download and read. At a minimum, you will need to have thought about your financial concerns and what you would like to achieve financially. The more prepared you are, the more productive our meeting will be. 

Robins Financial:  Meet with us. It’s time.

Downloads:

Discovery Meeting Checklist

Client Financial Workbook