Direct answer
Book a free consultation, complete the onboarding wizard, upload your documents, and we'll build your personalized financial plan — most clients are fully onboarded within two weeks.
Getting started is simple: book a free consultation, complete the onboarding wizard, upload your documents, and we'll build your personalized financial plan. Most clients are fully onboarded within two weeks.
The steps below walk you through the process from first contact to an active plan.
Step-by-step
- 1
Schedule a free consultation through our booking link to confirm we're a good fit.
- 2
Receive an invitation to your secure client portal and create your login.
- 3
Complete the onboarding wizard — personal details, household, assets, debts, and goals.
- 4
Upload your documents (tax returns, paystubs, retirement statements, loan documents) to the document vault.
- 5
Your advisor reviews your intake, runs diagnostics, and prepares your blueprint.
- 6
Review your personalized financial plan together and approve implementation.
- 7
We handle account transfers and implementation; your plan goes live and we monitor it ongoing.
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