For us to assist you in navigating your financial life, having an introductory call lets us get to know you. It helps us understand your goals, concerns and priorities. From there we determine next steps. Here is what the typical process looks like to become a client:
During this call, we will assist you in navigating your financial life. The introductory call lets us get to know each other; as well as understand your goals, concerns, and priorities. From there we determine the next steps.
If moving forward after your initial call, then we will set you up with access to your client portal. Once initial access is established you can use the following link going forward:
Once logged into the portal click on Vault, then Shared Documents folder, then in the upper right corner you will see the Upload button. For your initial review we will need the following:
Once the above is uploaded to us, you can then schedule your initial review; please schedule 5 or more business days out from date of upload to allow us to input and analyze the data.
For questions or help with any of the above steps, please reach out to Joyce or Heather.