Onboarding Process
We’re excited to meet you. Let’s discover how you can benefit from working with us.The path from “just curious” to “reviewing your financial plan with us” is a simple three step process.
1
“Suitability” Meeting
Duration: 1 HourFormat: Preferred In-Person Meeting (In Office or Video)
Objective: Get to know one another as we discuss your questions and share how we work with clients.
2
“Discovery” Meeting
Duration: 1-2 HoursFormat: Preferred In-Person Meeting (In Office or Video)
Objective: Dig deeper into the numbers and details of your situation as we formalize the relationship, begin asset-transfers, and enter the initial planning stage
3
Initial Plan Meeting
Duration: 2 HoursRoughly 1 month after onboarding
Objective: Review comprehensive financial picture, net worth, cash flow, investment picture and key tasks for the next 12 months (estate, savings, tax, insurance).
