What to expect

Getting Started

Starting a new financial relationship is a big decision, and it is natural to want clarity before you take the next step. Our goal is to make the process feel organized, transparent, and easy to understand from the beginning.

Most new client onboarding takes place over the first 45 days. During that time, we help manage the details, keep you informed, and answer questions as they come up. After your accounts are fully transferred and your first complete statement is available, we will schedule a review meeting to walk through everything together.

At that meeting, we will help you understand your statements, review the documents you have received, confirm that your accounts are set up properly, and discuss items like paperless statements, online access, tax reporting, check writing, and access to funds. From there, we continue meeting with you based on your agreed-upon review schedule, with additional conversations as needed during major life changes and wealth planning events.

Ready to Learn More?

Complete the form below and a member of our team will follow up to answer your questions, explain the next steps, and help you decide whether working together is the right fit.

A Clear, Guided Start

You do not have to figure everything out on your own. From paperwork to account transfers to your first review meeting, we will walk with you through the process so you know what is happening, why it matters, and what comes next.

Days 1-14

This is when we handle all the mechanics of moving your accounts. You will sign new account paperwork and transfer forms authorizing us to take control of your accounts. We will outline the transfer process for you and answer any questions you have. Finally, we will make sure you have a full understanding of what will occur over the next several weeks.

Days 15-30

Paperwork! Paperwork! Using the forms you just recently signed, we will begin moving your existing accounts into the new accounts that we have established, in addition to confirmation that the assets are moving between them. Please keep all documents for review and discussion at our 45-day review meeting.

Days 31-45

During this period, we will audit all of your accounts to make sure that 100% of your assets have been transferred. Our team will then begin the process of implementing our agreed-upon investment strategy and financial plan. Please keep all of your documents and confirmations for review at our upcoming 45-day review meeting.

45-Day Review

This check-in is strategically scheduled to take place after you have received your first complete statement. It is at this meeting where we walk you through understanding your monthly statements, review all of the paperwork you have been receiving, and answer any outstanding questions.

Days 45+
We will meet with you regularly per our agreed-upon review schedule. However, it is common for us to have more frequent meetings when life’s transitions occur (i.e., retirement, passing of a loved one, job change, etc.). Ongoing meetings serve as a time for us to discuss your current situation and make changes as necessary to your long-term plan and investment strategy.