Initial Client Meeting
Our 4-Step onboarding process begins with an initial client meeting. This purpose of this meeting is to provide an opportunity for a Perspective Client to get to know us as well as an opportunity for us to get to know a Perspective Client.
The Findings Report Meeting
The Findings Report meeting is by far the most important meeting we have with a Perspective Client. We outline the Overall Client Experience.
The Financial Plan Meeting
After the Perspective Client has made the decision to hire us, we begin to develop their Wealth Plan.
Introduction to the Progress Meetings
We introduce the client to our regularly scheduled client meetings, we refer to as Progress Meeting