Initial Meeting:
Time: 60 minutes
Our goal is to create a safe place for you to share who you are, explore your goals, learn about what keeps you up at night, and why you are wanting to have these conversations now.
You will meet with one of our Managing Partners, Marci Bair, CFP® or Victor Orozco, CFP®, CSRIC® to learn:
If after this meeting, we determine we are a good fit for each other, we will send you a “Welcome” email to provide next steps and introductions to the team.
Account Onboarding:
Time: 60 minutes
When: 1-2 weeks after Initial Meeting
Marci will meet with you to confirm which investment accounts we are going to manage, gather necessary documents and financial information needed to open your investment account(s), and address any additional questions you have.
Once we have the necessary information, Emily Hailey will prepare the new account and transfer paperwork for your electronic signature. Emily will also help you to activate your LPL Financial Account View , where you’ll be able to access your new account(s) online.
Investment Proposal:
Time: 60 minutes
When: 2-3 weeks after Account Onboarding
You will meet with Victor to collaborate and develop an investment plan. He will review the topics below:
Strategic Review:
Time: 60 minutes
When: Annually
Victor or Marci will meet with you annually to go over:
- Changes in your personal and financial life
- Updates made to your investment portfolio
- Tax planning
- Proactive planning for the upcoming year
