Discovery Meeting Prep Sheet
What to gather (and what not to worry about) before a first meeting.
Resources
Useful before you ever hire us.
Tools and checklists we actually use with clients — free to take, no strings.
The 1953 Group Financial Organizer
A one-page checklist of every document and account that belongs in a complete financial picture — the same starting point we use in client discovery. Organize it once, and every future decision gets easier.
The 20% Savings Check
See where you stand.
A quick, private check of your savings rate against the standard we hold clients to.
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Your savings rate
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Toward the 20% standard
Enter your income and savings to see where you stand.
Nothing you enter here is saved or sent anywhere. This tool is educational and illustrative only; it is not financial advice or a recommendation.
Quick Guides
One-page references.
The Four Cornerstones, On One Page
Our planning framework as a single reference sheet.
Business Owner's Protection Checklist
Key-person coverage, buy-sell agreements, and the exposures owners most often carry unknowingly.
Begin with a conversation.
No pitch. No pressure. A discovery call is simply where your story meets our process.
Questions? Read our FAQ →