Lifetime Capital Management

DISCOVERY SESSION
The Discovery Session is an opportunity for us to get to know you better as well as allowing you to learn more about what we do. We want to ensure that we fit philosophically and can deliver upon your expectations. This part of the process is of no cost to you and includes an initial evaluation of your portfolio and finances. Beginning new relationships requires a significant amount of time and evaluation, so it's important we start off on good footing.

Prior to the meeting, we will mail you information about our firm and will also include a fact sheet that will give us a baseline of your financial picture. It is important that you bring this fact sheet to your Discovery Session. Please contact us to schedule your appointment or email us at Shawn@Lifetime-capital.com.