Our Onboarding Process

30-Minute Introductory Session
Casual conversation to see if we are a good fit for each other
Nothing is off-limits, ask us anything
We want you to learn about us as much as we want to learn more about you
View the Onboarding Checklist
Discovery Meeting
This is where we take a deep dive into your financial world:
Current portfolio analysis
Tax return review and analysis
Assets & liabilities, cash flows, budgeting buildout
Begin to organize short-term and long-term goals
Implementation Meeting
We present our analysis and recommendations
Create and commit on the proper portfolio allocation via an Investment Policy Statement
Organize and determine a game plan for near-term financial action items
45-Day Follow-Up Meeting
Once you’re onboarded, we will meet and review all action items over prior 45 days
Layout a meeting cadence going forward
Make sure that you have proper access to our online client portal and all accounts and data are linked up correctly
Regular Ongoing Review Meetings
Meet every 6 months to check-in and review financial progress
Investment review
Annual tax planning
Life updates
Balance sheet review
Take the first step to a confident retirement.
Talk with a member of our team today & get a free retirement analysis
Talk with an advisor