Podcast Episode 405: Inside the Discovery Meeting
Many people feel hesitant or intimidated about meeting with a financial advisor. They may worry about facing a high-pressure sales pitch or feel unprepared for the questions that could arise. At Johnson Brunetti, our initial conversation is designed to be pressure-free and personalized – focused entirely on you.
In the latest episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® offer an inside look at our planning process, beginning with the discovery meeting – the foundational first step for anyone considering retirement planning with our team.
No matter what financial questions or concerns you may have, let’s explore how Johnson Brunetti makes the experience approachable and empowering.
A No-Pressure, Personalized Conversation
Your first visit isn’t about selling you anything. It’s a relaxed, welcoming conversation where we get to know your goals, concerns, and vision for retirement. Whether you’ve attended a seminar, listened to our podcast, or just have a few questions, this is your time to be heard.
Uncovering Your Biggest Retirement Concerns
During the discovery meeting, we ask high-level questions to understand what’s truly important to you. Some common concerns we often hear are: Am I going to be okay? Have I saved enough? Can I retire soon? What am I missing? We’ll also explore your past planning efforts, if any, and begin to outline your ideal retirement lifestyle.
What to Bring for a Productive Visit
Once we understand your goals, we’ll ask you for important financial details such as income statements, assets, expenses, Social Security information, and estate planning documents. These records form the basis of your customized retirement plan and help us provide the most accurate advice possible for your unique circumstances.
There’s No Rush, We Move at Your Pace
We understand this is a significant step for many people, so we take the time to explain everything clearly and move at a pace that makes you feel comfortable. Everyone is different, which is why we tailor this process to fit your financial and personal situation.
There are no fees or obligations for your initial visit. We help every person that comes in to meet with us, regardless of whether they become a client. If you’re simply looking for confirmation that you’re on the right track or want a fresh perspective on where you could improve, we’re here for you when you need us.
Are you ready to retire with confidence? Join us for an upcoming retirement planning workshop. Text WORKSHOP to 800-757-0436 to reserve your spot today.
Information presented in our podcasts is considered current as of the created date. Over time, some information presented may become stale. We recommend you consult with your Financial Professional before making any changes based on information contained here.
Johnson Brunetti is a marketing name for the businesses of JB Capital and JN Financial.
Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.
The guarantees provided by any type of insurance contract are based on the claims-paying ability of the insurance company.
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