Our Onboarding Process

30-Minute Introductory Session
1
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
2
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
3
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
4
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
5
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