01
Fit Meeting
Mutual confirmation this is the right relationship. No commitment required.
02
Document Preparation
Secure document vault opened. Checklist sent. Data gathered before the first planning meeting.
03
Strategy Development Meeting
Personal Financial Overview priorities set. Statement of Financial Purpose drafted. Service tier confirmed.
04
Account Setup and Transfers
Accounts opened. Agreements signed. Transfers initiated. Client updated at every step.
05
Implementation Meeting
Complete financial plan presented. Initial Personal Financial Organizer (PFO) finalized and delivered. All strategies reviewed and confirmed.
06
Ongoing Service
Review cadence begins based on service tier. You know your next meeting date before you leave the implementation meeting.