Foster Victor Wealth Advisors believes a sound plan – for today, for tomorrow and for the unexpected – should inform all decisions you make as a client. In order to create a customized plan, we begin with a discovery meeting. It’s here that we start the process of learning about your goals and priorities. You won’t hear us talk about specific investments or services at this early stage. Discovery is about learning—learning about your dreams, any financial anxieties that keep you awake at night and, above all, listening to what you want to achieve.
We also want to discover where you currently stand in terms of investments, insurance, asset allocation strategy and business and estate plans. In this part of the process, we apply our expertise to look for planning gaps.