At TerraWealth Doucette Family Office, we believe that financial planning begins with understanding what truly matters to you. Unlike traditional approaches, our 4D Client Planning Process starts with a pivotal phase known as “Discovery.” This is where we delve deep into your goals, priorities, and aspirations to lay the groundwork for a truly personalized financial strategy.

In the Discovery phase, we embark on a journey to uncover the core of your financial needs and objectives. This phase is more than just gathering numbers; it’s about understanding the personal and financial elements that define your life. Our goal is to establish a comprehensive view of your situation, so we can tailor our approach to meet your unique needs.

The Discovery phase involves a detailed exploratory meeting where we:

● Identify Key Priorities: We engage in meaningful conversations to understand what matters

most to you, whether it's securing your family’s future, planning for retirement, or achieving

specific financial goals.

● Gather Financial Information: We collect and review your financial data to build a clear picture

of your current situation. This helps us identify areas of strength and opportunities for

improvement.

● Plan Initial Steps: Based on our findings, we outline the initial steps to align our strategies with your objectives. This foundation supports the development of a customized financial plan tailored to your needs.

Our family-centered approach ensures that you receive not just professional expertise, but also the stability and support of a multigenerational team. The Doucette family brings decades of experience and a deep commitment to understanding your unique financial landscape. Our comprehensive suite of services, including retirement planning, managed accounts, and risk management, is designed to provide holistic solutions tailored to your goals.

In the coming months, we will dive deeper into the remaining phases of our 4D Process: Design, Deploy, and Due Diligence. Each phase builds on the Discovery phase to ensure a seamless and strategic approach to your financial planning.

Are you ready to take the first step towards a more secure financial future? Contact us today to schedule your complimentary Discovery meeting. Let’s work together to build a plan that reflects your aspirations and prepares you for the future with confidence.

Klaine Doucette || O: 480-240-4637 || E: klaine@terrawealth.com || Office: 1094 South Gilbert Rd #201,

Gilbert, AZ 85296 || doucette.terrawealth.com