Getting Started
New Client Onboarding Process
2
Discovery Meeting
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Meet your advisor
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Gather financial information
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Explore your life and financial goals
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Build basic planning framework (balance sheet, net worth statement)
3
Life Financial Planning
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Tackle your most pressing issues first
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Develop family strategy
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Discuss legacy/estate goals
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Begin course for generational stewardship
4
Investment Strategy
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Optimize risks and reward
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Select personalized investment strategy for your family & accounts
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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.