Our discovery journey begins with a step we call “The Investor Inventory.” Before our first meeting, you’ll receive an “Investor Awareness Guide,” created to help you reflect on your personal history, habits, and beliefs around money and investing. As you work through the “guide,” you may start to notice common patterns that cause many investors to feel uncertain or “stuck” when planning for the future.  

At the conclusion of the guide, you’ll find a self-assessment titled “The 20 Must-Answer Questions.” This exercise helps clarify what you already understand about investing and highlights areas where additional education may be beneficial. 

During your visit, you’ll sit down one-on-one with your Investor Coach, Angela Ashley, to review your responses, discuss insights from the “Investor Awareness Guide,” and identify any potential concerns or opportunities moving forward.an