Every Story Has
That’s why Discovery is your first touchpoint with us. Our Discovery team guides you through a series of questions designed to uncover your story.
During this phase, we won’t ask you to talk numbers. In fact, our Discovery team can’t talk numbers to you. Their specialty is uncovering your personal journey, not advising on your finances.
You have the chance to answer as many or as few questions as you’d like. You can do this online at your own pace or live during a one-on-one conversation.
The most important part of this process is that you feel the space and freedom to tell us what matters most to you. Our job is to support you along the Discovery journey and understand where you come from.
When you feel ready to initiate the numbers conversation with a Wealth Advisor, we’ll make that happen on your timetable. Your Discovery guide stays in the loop, as you transition to build a life-changing financial plan with CornerCap’s individualized approach.
Once you become a client, we’ll custom-build your service team based on your unique needs. But your story of financial growth doesn’t end there. Like a good sidekick, your Discovery guide remains part of your team to regularly ask “What’s Next?” in your journey.