Client Onboarding

1. Initial Consult

• Download the Financial Document Checklist
• Complete your profile before your scheduled meeting
• Upload your documents here

2. Financial Planning Engagement

• Management and Financial Plan Fee Schedule provided at consultation
• Complete our Financial Fact Finder
• Share your document here

3. Financial Planning Work Session

4. Facts Review Call

• Login to My Plan Site

5. Interactive Plan Presentation

6. Account Onboarding and Monitor Plan

7. New Client Orientation

• Login to My Account View

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