DISCOVERY MEETINGIn order to help you make smart decisions, we must first get to know you. This is why we have an initial Discovery meeting with you - in order to determine your values and goals. We do not discuss which investments you should be in or do any "number-crunching" in this meeting. It is solely designed to get to know you and help determine what your true goals and aspirations are. After this meeting, you can decide if you want us to create an investment plan for you.INVESTMENT PLAN / MUTUAL COMMITMENT MEETINGWe will present your investment plan to you and answer any questions you may have. We will give you the absolute truth about your financial situation from an independent, objective point of view. At this point, you can decide if you want to start a long-term relationship with us.6-WEEK FOLLOW UP MEETINGThis meeting is to help you organize all the paperwork we've given you, answer any more questions you have. We will also discuss and prioritize advanced planning ideas.REGULAR PROGRESS MEETINGSThese meetings will be our regular progress and implementation meetings. During these meetings we will begin implementing phases of your advanced planning as well as updating your status in relation to your goals.
Integra Wealth871 McCallie Ave.Chattanooga, TN 37403Tel: (423) 664-0344Fax: (423) 752-2356
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