Onboarding Process
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Our onboarding process is tailored for your convenience, enabling you to complete your profile and provide essential information through a secure, intuitive client portal. This centralized platform allows you to easily upload key documents, track your progress, and access real-time insights. Additionally, the portal connects directly to your bank and brokerage accounts, providing seamless integration for real-time account monitoring and a comprehensive view of your finances.​
Step 2
Client Agreement
Review and sign a comprehensive client agreement that clearly outlines the scope of services, associated fees, and each party’s responsibilities. We ensure complete transparency by providing detailed explanations of all terms and expectations before moving forward.
Step 3
Create Account
Set up your Client Portal to securely upload financial documents, and complete a detailed questionnaire to provide insight into your financial situation and goals. You also have the option to digitally connect your bank and brokerage accounts directly into the portal software.
Step 4
Plan Development
We analyze your financial data and develop a customized plan with actionable recommendations tailored to your unique objectives. Plans development takes 1-3 weeks based on the complexity of your financial situation.
Step 5
Plan Presentation
Take part in an in-depth review of your tailored financial plan and investment strategy, with clear explanations of each recommendation. Your insights and feedback are essential to ensuring the plan meets your unique goals and expectations.
Step 6
Implementation
Begin executing your plan by opening accounts, transferring assets, or taking other necessary steps with our hands-on guidance. We assist in transferring investments to our preferred brokerage for seamless management or obtaining Limited Trading Authorization (LTA) if you choose to maintain your current broker.
Step 7
Ongoing Monitoring & Support
Stay informed with regular updates, performance reviews, and tailored progress reports to track your financial goals. We also schedule periodic check-ins to reassess and adjust your plan as your life circumstances or market conditions change.
