Step One
INTRODUCTORY MEETING
During this meeting, we strive to understand the main goals and objectives you have with your finances and what you want to accomplish in working with Rigden Capital Strategies.
Step Two
INTAKE FORMS
So that we can best prepare for the discovery meeting, we ask that new clients complete a few quick questionnaires to help us better understand your financial objectives.
Step Three
DISCOVERY MEETING
The bulk of our data gathering will occur during this meeting. We often call this our rapid fire question and answer meeting. To provide you the most robust investment and financial planning strategies and solutions, the discovery meeting becomes a critical phase of the new client setup process.
Step Four
PLAN DELIVERY
Here, your Wealth Advisor delivers their initial recommendations by providing a detailed report that provides your custom stress-tested wealth plan delivered in a visually appealing format, detailed charts, and easy-to-follow next steps to begin implementing the plan.
Step Five
IMPLEMENTATION & TRANSFERS
What good is a plan if it is not implemented. Here we work with you step-by-step to implement the various recommendations that you have agreed to which could include opening accounts, transfer assets, and all other important recommendations.
Step Six
ONGOING CALIBRATION
You and your dedicated wealth advisor will meet on an ongoing basis to continue to update, calibrate, and adjust your financial plan. No one financial plan ever stays the same. As life and circumstances change, so will your plan. Meeting with your Advisor on a recurring frequency ensures all components of your Financial Engine are in sync.
