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Onboarding Resource Center

Welcome to our onboarding resources center. Here you'll find an outline of each onboarding meeting, what to expect, and what you need to bring with you.

Introductory Meeting

What to Expect

The Introductory Meeting is for us to get familiar with each other. During this meeting you'll learn about us, what we do, and how we can help.

What to Bring

We'll be having an open discussion, so come ready with any questions you may have for us.

See the Objectives

What to Expect

The See the Objectives Meeting is our chance to learn more about you. During this meeting we'll learn who you are, how you grew up, and your family and education background.

What to Bring

Come prepared to talk about yourself — the more you share the better we can serve you.

Organizing Your Finances

What to Expect

The Organizing Your Finances Meeting is meant to get you familiar with our way of working and prepare you for being a client. During this meeting you will be introduced to our financial management tools.

What to Bring

​We'll provide you with a list of financial documents that you should bring to this meeting.​

Find the Path

What to Expect

The Find the Path Meeting is the last meeting before becoming a client. During this meeting we'll review your financial plan, discuss final action items, and prepare your contract.

What to Bring

Come prepared to ask questions during this meeting — we're sure you'll have some before signing on.