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Onboarding Roadmap

Discovery Call

The first step in our process is to learn more about you and your needs. We want to know where you are and where you would like to go. This call will usually last 15 minutes.

Initial Meeting

The purpose of this meeting is to get to know one another better. We discover more about your financial priorities throughout this meeting by discussing your financial objectives, money values, and aspirations. This meeting typically lasts 1-1.5 hours.

Strategy Meeting

Here is where we illustrate your vision of the future. We develop a financial strategy to help you get where you want to be in your financial journey. We create a timetable and easy-to-achieve action plan that are simple to follow to increase your chances of success. This meeting takes about 2.0 hours.

Paperwork Signing

Most investment accounts are opened via Docusign for your convenience. No need to come into the office to start the process. From the comfort of your phone or tablet, you can now sign your account opening documents. If technology is not your thing, that is okay too; we can sign the paperwork at the office.

Implementation Meeting

During this meeting, we review the action plan created during the Strategy Meeting. Here, we also answer questions you may still have and start implementing your future ideas into practice. Additionally, we create a communication and appointment schedule that is convenient for you.

Schedule a Discovery Call

Click below to schedule a no-cost 15-minute phone call with our Advisors. 

Everyone's situation is unique. Let's learn how we can help!

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