Discovery Meeting
Zoom Meetings
This is our first conversation where we get to know you, your goals, and what matters most. We’ll walk through your current financial picture and begin identifying opportunities to strengthen your foundation. No recommendations yet, just a clear understanding of where you are and where you want to go.
45 minutes
Discovery Meeting
This is our first conversation where we get to know you, your goals, and what matters most. We’ll walk through your current financial picture and begin identifying opportunities to strengthen your foundation. No recommendations yet, just a clear understanding of where you are and where you want to go.
45 minutes
Zoom Meetings
Investment Advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Granite Wealth Partners are separate entities from LPL Financial. Securities offered through LPL Financial Member FINRA/SIPC