Identify Goals During your initial meeting(s) with us, we’ll get to know each other at a deeper level so your we can help you identify what to improve, develop or change as it relates to your wealth. By reviewing your completed confidential client profile, we will be able to determine your risk tolerance. Your long-term financial goals and objectives will be identified to set the foundation of your wealth plan. Free Retirement Guide It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure." First Name Last Name Email Address Thank you! Oops!