It’s just a few simple steps to your financial goals!
1. Receive and review the ADV informational form for 48 hours.
2. Fill out the short ‘hello’ questionnaire.
3. We meet to do a fun risk tolerance exercise.
4. Sign the digital agreement, if you decide to work with us.
5. Receive and pay the invoice for your requested plan.
6. Fill out the main financial questionnaire or provide the info we need.
7. Set up the awesome app and your portal.
8. We create the plan and review it together.
9. We meet quarterly (or any time you need us!) to review results. If we’re managing your investments, you get a free annual update!
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