Services For New Clients
What to expect during your first year
New Client Onboarding
Process
Once you make the decision to become an ongoing planning client, we'll take you through these six steps to ensure a smooth transition and implementation of your financial plan; the estimated total timeline is 6-9 months.
1
Getting Started Meeting
In your first meeting as a new client, we’ll review the implementation recommendations, complete initial paperwork and ensure that you understand what to expect during our first year together.
2
Strategy Implementation
In this step, our goal is to set up your new accounts, transfer existing assets to TD Ameritrade, and initiate implementation of our investment and planning recommendations.
3
Progress & Implementation Meeting
Typically set for 30-days out, we’ll review progress towards implementation, discuss a 12-month action plan that helps us achieve your goals, and provide a guided tour of how to access and understand your accounts.
4
Investment & Tax Strategy Meeting
We'll schedule the first of two quarterly check-ins three months later to take a deeper dive into your investments and taxes, in order to uncover and discuss additional strategies for you to optimize these areas and better meet your financial goals.
5
Legacy & Insurance Review Meeting
Next, we'll schedule the second of two quarterly check-ins three months later to review your legacy goals, your estate planning documents and whether they've been properly implemented, and analyze your current insurance policies and assess additional needs for coverage.
6
Ongoing Planning & Monitoring
After completion of the onboarding process, we transition into our semi-annual reviews and monitoring process to ensure that you stay on track to achieve your financial goals.
