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1
Schedule Discovery Meeting
The discovery meeting is there to help us gather more information about your current financial situation along with your short and long-term financial goals.
2
Document Upload (& Account Sync)
This will establish your financial plan portal login. Here you can link all your accounts and/or upload statements. Linking accounts is highly preferred.
3
Intake Questionnaire (See Email for Invite)
You will receive a separate email soon to access the client portal. Upon logging in, click the profile tab to complete the intake form and risk questionnaire.
4
Client Agreement (See Email for Invite)
You will receive a separate email from DocuSign to review and sign the New Client Advisory Agreement.
Let's Get Started
Investments & Financial Planning
We are excited to begin working with you! As you complete the steps below, your advisor will be notified.
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