Roadmap Feature

New Client Roadmap

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Let’s get to know each other
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INTRO CALL WITH TANYA

The first step in our process is a short 15-minute 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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DISCOVERY MEETING

If we’ve both decided we’re a good fit after our intro call, this is our first in-office 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.

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OBSERVATIONS MEETING

You’ll love this meeting. 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 our work together 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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A QUICK CALL WITH COOPER

After you’ve decided you’re ready to get started, we’ll schedule a quick call with Cooper to review all the information that has been gathered in your meetings with us. This helps us get the paperwork prepared to get things off on the right foot.

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PAPERWORK MEETING

During this meeting, we will cover all of the steps in order to open your accounts, transfer your assets and what to expect from your partnership with Align Financial.

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STRATEGY MEETING

At this final onboarding meeting we will cover what the future looks like for you. We will review any pending action items, as well as our investment philosophy, your accounts, your online access, and how we conduct future review meetings.

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BEGIN ONGOING SERVICE PROCESS

Finally, after completing the onboarding process we’ll begin our regular review process, where we’ll meet one to two times annually.