In this episode of Living Richly with Curo, Anne and Atricia provide an inside look into the initial discovery session at Curo Private Wealth. They explore the importance of trust, understanding client goals, and how these early conversations set the foundation for meaningful financial planning.

Here’s what you’ll learn 👇

🔍 Why the first meeting is about more than numbers

🤝 Building trust through open and honest communication

🎯 How advisors explore your financial goals and personal values

🚩 Red flags to watch for during initial advisor meetings

🧾 When financial statements come into focus during the process

⏳ The importance of taking time before making decisions

👥 Why empathy and shared experiences matter in advisory relationships

Tune in to understand what really happens behind the scenes in a discovery session and how to find the right financial advisor for you.

Live richly!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

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