Here are the mechanics of the process so that you know what to expect as a new client . It's designed to be as thorough yet streamlined as possible.
- Engagement Letter is Reviewed and Signed, fees are explained in detail, invoice is sent.
- Client Profile is sent via email and hard copy, to be returned 10 days from receipt.
- Submit Documents to Advisor: see list below.
- Initial/Discovery meeting is scheduled and conducted.
- Plan Delivery meeting is scheduled and conducted with 10 days of Discovery Meeting.
- If needed, account opening documents are signed.
- Annual Review meeting is scheduled.
