Discovery Call
During the first step of our onboarding process, we hold a call to learn more about you and your financial needs. We want to learn where you are and where you would like to go. This call will usually last 15 minutes.
Objective Meeting
The purpose of this meeting is to get to know one another better. By discussing your financial objectives, money values, and aspirations, we discover more about your financial priorities. This complimentary meeting typically lasts about 1 hour.
Strategy Meeting
Our strategy meeting will illustrate your vision of the future. We present a financial strategy to help you get where you want to be in your financial journey. By creating a timeline and easy-to-achieve action plan, we will increase your chances of success. This meeting takes about 2.0 hours.
Paperwork Signing
For your convenience, most investment accounts are opened via Docusign. 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
We will review the action plan put in place following the Strategy Meeting and answer any questions you may still have. Additionally, we will develop a communication and appointment schedule that works for you.