New Client Roadmap

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Let’s get to know each other
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The first step in our process is a phone call to learn more about each other. This is where we get a general idea of where you’re at today, and what’s on your mind. We’ll share a little about our process too, and this is where we decide if we’re a good fit.

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If we’ve both decided we’re a good fit after our discovery call, this is our first meeting. You will receive a simple checklist of what information to gather before this meeting. We’ll get a clearer picture of your current financial situation, and dig into the questions that brought you to us in the first place.

This is where we give you some ideas to consider and some observations about your current situation and your plans for the future. This is also where you’ll have the full picture of how we will work together. We can schedule the next visit to sign forms to get started, or feel free to take your time and sleep on it and let us know when you’re ready.

So you’ve decided you want to work with us. What’s next?
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Once you’ve decided you’re ready to get started we’ll schedule a call with our Client Services Team. They will be your personal guide through the transfer process, doing the heavy lifting so you don’t have to. During this meeting they’ll cover all the steps required to open your accounts, transfer your assets, and what to expect from your partnership with Align Financial.

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This is where the magic happens. We’ll schedule a series of meetings with Tanya. This series is personally tailored to you, to start talking through the issues that brought you to us in the first place. During this series we’ll start talking about your big financial priorities, your current tax situation, your income, investments and estate plan. This sets the foundation for our regular review process.

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Finally, after completing the onboarding proccess, we’ll begin our regular review process, where we’ll meet one to two times annually. The purpose of these regular meetings is to keep each other updated. We use this time to keep you informed by reviewing your taxes, investments and income on a regular basis. By being proactive with our reviews, we can better help you align your money with your life.