New Client Onboarding Process
Meet your advisor
Gather financial information
Explore your life and financial goals
Build basic planning framework (balance sheet, net worth statement)
Life Financial Planning
Tackle your most pressing issues first
Develop family strategy
Discuss legacy/estate goals
Begin course for generational stewardship
Optimize risks and reward
Select personalized investment strategy for your family & accounts
Open and transfer accounts (if applicable)
3 Steps to Get Started
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
Set up online log in & billing. Move into discovery with your advisor begin building your plan.
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.