Getting Started

New Client Onboarding Process

1

Introductory Call

  • Meet Josh Elmore CFP®

  • Discuss needs

  • Learn about Plan Wealth Creative

  • FREE Intro Consultation

2

Discovery Meeting

  • Meet your advisor

  • Gather financial information

  • Explore your life and financial goals

  • Build basic planning framework (balance sheet, net worth statement)

3

Life Financial Planning

  • Tackle your most pressing issues first

  • Develop family strategy

  • Discuss legacy/estate goals

  • Begin course for generational stewardship

4

Investment Strategy 

  • Optimize risks and reward

  • Select personalized investment strategy for your family & accounts

  • Open and transfer accounts (if applicable)

 
3 Steps to Get Started

01

Schedule your 15-minute phone call to discuss your current needs and learn about whether we're a fit to work together.

15-MIN PHONE CALL

02

Set up online log in & billing.  Move into discovery with your advisor begin building your plan.

Choose Plan

03

Keep the conversation going!!  We want to see you have success in every are of your life.  Planning Subscriptions last 1 year until renewed or until you become a Full Service Wealth Management Client.

Plan Intentionally
Live Fully

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