What to Expect as a New Client at Rigden Capital Strategies

Starting a new financial advisory relationship is an important step, and at Rigden Capital Strategies, we want every client to feel confident, comfortable, and supported from day one. Our onboarding process is designed to be clear, collaborative, and focused on building a strong foundation for your long-term financial success. Here’s what you can expect as a new client:

Step One: Introductory Meeting (15–20 Minutes)

Your journey begins with a brief conversation designed to learn more about your goals, priorities, and what you want to accomplish by working with Rigden Capital Strategies. This initial meeting helps us understand your “big picture” and determine if we are the right partner for your needs.

Step Two: Intake Forms (15 Minutes)

To make the most of your time, we ask you to complete a few short questionnaires. These forms help us gather key details about your financial situation and objectives so we can come prepared for the discovery phase.

Step Three: Discovery Meeting (60 Minutes)

This is where we dive deeper. Through a detailed, question-and-answer session, we gather the essential information needed to build strategies tailored to you. The discovery meeting forms the foundation of your personalized financial and investment plan.

Step Four: Plan Delivery (60 Minutes)

Your Wealth Advisor presents your customized, stress-tested wealth plan, complete with charts, visuals, and clear next steps. This is more than a plan—it’s a roadmap for how your strategies align with your goals.

Step Five: Implementation & Transfers (Varies)

A plan has value only when it’s put into action. During this stage, we work side by side with you to open accounts, transfer assets, and begin implementing your chosen strategies. Our goal is to simplify the process and keep everything moving forward smoothly.

Step Six: Ongoing Calibration (Quarterly)

Financial planning is not a one-time event—it’s an ongoing process. As your life and circumstances evolve, so will your plan. Regular check-ins with your Wealth Advisor ensure your financial engine remains aligned and responsive to changes.

Why Our Process Works

At Rigden Capital Strategies, our onboarding process is about more than numbers. It’s about building trust, creating clarity, and laying the groundwork for a long-term partnership. By following a structured, step-by-step approach, we ensure you have the strategies, tools, and confidence to move toward your goals with purpose.

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About Rigden Capital Strategies

Rigden Capital Strategies was founded on a simple belief: financial advice should be personal, transparent, and centered around your goals—not built on generic models or product-driven sales. With decades of combined industry experience, we’ve developed a process grounded in three core values: value, integrity, and progress.

As a fee-only fiduciary, we provide personalized, goals-based wealth planning services designed to adapt with your life. Our services include investment management, retirement and tax planning, and estate coordination. We use a mix of active and passive strategies to help clients navigate market changes with clarity and confidence.

We believe in building real relationships and delivering clear, actionable strategies—focused on long-term planning and aligned with your objectives.

Your goals, our strategies. Together, let’s make your goals happen.

Disclosure: This content is for informational purposes only and does not represent a guarantee of future results. Investing involves risk, including the potential loss of principal. Rigden Capital Strategies is a fee-only fiduciary Registered Investment Advisor. For more information, please visit www.RigdenCapital.com.