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Schedule a Discovery Call Today

After the Discovery Call: The Personal Insight Meeting

The Personal Insight Meeting is when we take the time to get to know you and what questions you'd like to have answered.

Meeting Objectives

  • Determine client goals, priorities, and values
  • Determine if relationship is a good fit
  • Set the next meeting

Expected Duration

Meeting Length: 30-45 minutes
Time Until Next Meeting: Often combined

Discussion Topics

  • Explaining our process
  • Client Values Discussion
  • Describe the scope of our offerings
  • Discuss fees and compensation

Learn More about Our Process

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