We are thrilled to officially welcome you to the firm. This onboarding session is designed to make your transition seamless, answer your questions, and personally integrate you into our process.
When you visit our office for your onboarding meeting, we will:
Finalize Our Partnership We’ll complete any remaining paperwork together, making the process simple and straightforward.
Introduce Your New Digital Home We will provide a hands-on tour of your secure client portal. This is the powerful tool you’ll use to view your complete financial plan, track your portfolio, and securely share documents with our team.
Show You Around We’ll give you a tour of our office and introduce you to the team members who will be supporting you.
Clarify What’s Next We will review the immediate next steps, including our “Plan Launch & Data Gathering” phase, so you know exactly what to expect as we begin our work.
Our goal is to ensure you feel confident, connected, and fully prepared for the journey ahead.
We invite you to schedule a brief introductory call to discuss your financial goals and learn more about how we work. This is a no-obligation conversation designed to answer your questions and determine whether our approach aligns with your needs.
