Becoming a Client
1. Schedule an initial 15 minute introduction phone call
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.
2. Access to your client portal
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:
3. Upload documents to your client portal
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:
- Dates of birth
- Recent statements for your investment accounts: 401k, individual accounts, joint account, Annuities, IRA’s, Roth IRA’s, HSA, 529 plans, stock options, etc.
- Recent bank statement or balances
- Recent mortgage statement
- Any statements/information on Life Insurance Policy’s
- First 2 pages of your most current tax return – 1040
- Recent paystub
- Social Security information (if applicable)
- Any additional income received monthly or annually
- Any information on Pensions – current or future entitlement
- Any loans – school, car, credit card balances
- Approximate current monthly or annual expenses
4. Schedule your initial review
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.