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Let's Get Started

Hourly 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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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.

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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.

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3

Intake Questionnaire Form

Please take 5 minutes to complete the client intake and risk questionnaire. If you are married or have a life partner, please make sure they complete this too.

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4

Sign Agreements

You will receive a separate email from DocuSign to review and sign the New Client Advisory Agreement.

Check Your Email Inbox
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5

Submit Payment (for the first two hours)

Hourly planning starts with two hours (data gather and delivery do not count against your hours paid. Secure payment processing by Stripe.

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