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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.
Navigate Past the Obstacles
What to Expect
The Navigate Past the Obstacles Meeting is our first check-in after we begin working together. During this meeting we'll review your first performance reports, access your performance portal, and establish a regular meeting cadence.
What to Bring
Bring a notebook or paper and pencil to take notes, as well as your calendar to plan out future meetings.
Yes we are a fiduciary — A fiduciary works in the best interest of the client and only recommends investments that are the best fit. Nonfiduciaries, such as broker-dealers, need only to recommend products that are “suitable” — even if they're not the lowest-cost or most ideal for you.
Our investment philosophy is always client-oriented. We use a purpose-focused life financial planning approach, and a faith-based financial planning approach.
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Change the text and add your own content, including any information that is relevant to share. Then customize the font, size and scale to make it your own.
Change the text and add your own content, including any information that is relevant to share. Then customize the font, size and scale to make it your own.