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New Client Process
Choosing the right Financial Advisor is an investment of your time and effort. We follow a process to move you forward. Identifying your goals alongside a professional will help keep you on track and turn your goals into reality.
![1 Introduction Meeting, 2 Value Creation Letter, 3 Discover Meeting, 4 Proposal, 5 Documentation, 6 Implementation, 7 Review Meeting](/documents/93894/97584/new+client+process2.png/e2bf5378-872b-42a3-98ed-f38195870e01?t=1637604332713)
“The most difficult thing is the decision to act, the rest is merely tenacity”
— Amelia Earhart
Ready to make sound decisions for your financial journey?
Contact us to help answer questions like these.
Call us at 403.355.6042