We are committed to providing you with a seamless and efficient onboarding experience. To help ensure that we begin our relationship on the right foot, we have outlined a structured 90-day timeline that details each step of the onboarding process. This approach allows us to establish clear communication, understand your financial goals, and develop a tailored plan that helps set you up for success.

Step 1: Initial Discovery Meeting (Day 0)

• Learn about your goals, concerns, and values
• Understand special challenges
• Discover how we can add value
• Communicate next steps

 

Step 2: Strategy Development (Days 1-6)

• Determine risk tolerance
• Gather statements and documents for analysis
• Analyze current investments
• Develop investment and planning strategy

 

Step 3: Strategy Meeting (Day 7)

• Presentation of investment Proposal
• Discuss costs
• Decision to implement strategy
• Sign documents as needed

 

Step 4: Implement Strategy (Day 21)

• Transfer existing assets completed or in-progress
• Execute on agreed-upon strategy

 

Step 5: Follow-up Meeting (Day 45)

• In-person meeting
• Review online resources
• Develop future meeting cadence
• Schedule wealth planning meeting

Step 6: Develop Wealth Management Plan (Days 60-90)

• Coordinate with advisors (CPA, etc.)
• Retirement, family plan, and estate planning strategies