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Let's Get Started
One Time Financial Plan
We are excited to begin working with you! As you complete the steps below, your advisor will be notified.
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 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.
4
Sign Agreements
You will receive a separate email from DocuSign to review and sign the New Client Advisory Agreement.
5
Pay Invoice
Your Advisor will send an invoice via email.
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