This simple process creates an easy, seamless transition.
Our team of experienced professionals work with you to develop a comprehensive, long-term financial plan that implements customized tax-saving strategies to fit your unique situation. Our simple step-by-step advisory relationship process makes it easy to get started…
1) Meet and Greet
Visit our office and meet our team. Get a basic overview of our financial services and philosophies as well as learn about our community involvement and core values.
2) Forms and Document Preparation
After scheduling a consultation with one of our financial advisors, you will receive a new client packet with required forms and instructions on submitting the necessary documents prior to your meeting.
3) Financial Advisor Consultation
Our team will use your submitted documents to build a solid financial plan and recommendations that will help you pursue your specific financial goals. During your consultation, we’ll review your plan, assess risk tolerance, discuss allocation, preservation, or distribution strategies, and examine ways to minimize tax.
4) Documentation and Signatures
Our team will produce documentation for your review and signature. Accounts will be opened and verified for accuracy. After that, transfers will be initiated. We will then reach out to you as your accounts begin to fund.
5) Team Check-In and Review
After your accounts have been established, you will receive your first statements and prospectus information mailings. A member of our team will contact you to check in, review statements, and answer your questions.
6) Financial Advisor Yearly Meeting
The most successful clients are fully engaged in their financial plan and attend an annual financial review. During this review, we will set and evaluate goals, update balance sheets, confirm beneficiaries, discuss any life events, and create strategies aimed at pursuing your financial objectives.
Have questions? Or interested in a consultation or a meet and greet? Click here to contact us now. Or click here to learn more about our Financial Planning and Investment services.