Discovery Meeting

IFS Investment Advisory clients do not receive "cookie cutter" investment programs nor are they lumped into pre-determined pools of assets with other clients. Our portfolios and strategies are designed, one client at a time. Our Discovery Meeting is meant to gather all the necessary financial information so that we can design a customized strategy that is right for you.

DISCOVERY

Define Objectives
Establish Risk Tolerance (Re-evaluated at least every 3 years)
Establish Short, Intermediate and Long Term Goals
Collect Financial Statements - (IRA, Trust, 401k, Pension, etc.)
Evaluate Existing Estate Plan (Wills & Trusts, Custody of Children, Powers of Attorney, etc.).
Present Client with the Data Collection Kit

PURPOSE OF THE MEETING

Gather initial information to establish Investment Policy Statement and begin Financial Planning Process.